Sequent Planning’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Sequent Planning’s Portfolio GJUN Stock Details GJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$819K	Sell	20,781 -885	-4%	-$35.1K	0.2%	96
2025 Q4	$858K	Sell	21,666 -1,692	-7%	-$66.2K	0.22%	94
2025 Q3	$908K	Buy	23,358 +1,826	+8%	+$69.8K	0.26%	81
2025 Q2	$810K	Sell	21,532 -664	-3%	-$23.8K	0.26%	64
2025 Q1	$781K	Sell	22,196 -6,253	-22%	-$226K	0.28%	60
2024 Q4	$1.02M	Sell	28,449 -4,531	-14%	-$163K	0.38%	45
2024 Q3	$1.17M	Sell	32,980 -19,643	-37%	-$678K	0.4%	41
2024 Q2	$1.8M	Buy	52,623 +38,536	+274%	+$1.29M	0.62%	29
2024 Q1	$470K	Buy	+14,087	New	+$459K	0.17%	91

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sequent Planning's GJUN Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 4.1% in Q1 2026, selling an estimated $35.1K and leaving 20,781 shares worth $819K. The position accounts for 0.2% of the portfolio, ranked #96.

Sequent Planning first reported a position in GJUN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q2 2024. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Sequent Planning held 20,781 shares of FT Vest US Equity Moderate Buffer ETF June worth $819K as of Q1 2026.
Sequent Planning sold 885 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $35.1K.
FT Vest US Equity Moderate Buffer ETF June made up 0.2% of Sequent Planning's portfolio in Q1 2026, its #96 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.8M in Q2 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.