Sequent Planning’s FT Vest Nasdaq-100 Conservative Buffer ETF - January QCJA Stock Holding History

Sequent Planning’s Portfolio QCJA Stock Details QCJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$930K	Sell	39,818 -5,724	-13%	-$131K	0.2%	100
2026 Q1	$981K	Buy	45,542 +14,278	+46%	+$314K	0.24%	88
2025 Q4	$690K	Sell	31,264 -7,178	-19%	-$156K	0.18%	102
2025 Q3	$824K	Buy	38,442 +16,328	+74%	+$343K	0.23%	91
2025 Q2	$456K	Buy	22,114 +9,601	+77%	+$189K	0.14%	96
2025 Q1	$240K	Buy	+12,513	New	+$247K	0.09%	129

Other funds holding QCJA

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sequent Planning's QCJA Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) stake by 13% in Q2 2026, selling an estimated $131K and leaving 39,818 shares worth $930K. The position accounts for 0.2% of the portfolio, ranked #100.

Sequent Planning first reported a position in QCJA in Q1 2025 and has held it in 6 quarters since. The position peaked at $981K in Q1 2026. 42 funds tracked by Wall St. Rank hold QCJA as of Q2 2026.

Sequent Planning held 39,818 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $930K as of Q2 2026.
Sequent Planning sold 5,724 FT Vest Nasdaq-100 Conservative Buffer ETF - January shares in Q2 2026, an estimated $131K.
FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.2% of Sequent Planning's portfolio in Q2 2026, its #100 holding.
Sequent Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2025 and has held it in 6 quarters since.
Sequent Planning's FT Vest Nasdaq-100 Conservative Buffer ETF - January position peaked at $981K in Q1 2026.
42 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.