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 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 $340M AUM 14.61% 1-Year Est. Return

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

KAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 1-Year Est. Return

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Sequent Planning's QCJA Position: Q1 2026 in Review

Sequent Planning increased its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) stake by 46% in Q1 2026, buying an estimated $314K and bringing the position to 45,542 shares worth $981K. The position accounts for 0.24% of the portfolio, ranked #88.

Sequent Planning first reported a position in QCJA in Q1 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold QCJA as of Q1 2026.

Sequent Planning held 45,542 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $981K as of Q1 2026.
Sequent Planning bought 14,278 FT Vest Nasdaq-100 Conservative Buffer ETF - January shares in Q1 2026, an estimated $314K.
FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.24% of Sequent Planning's portfolio in Q1 2026, its #88 holding.
Sequent Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2025 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q1 2026.

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