SP
QCJL

Sequent Planning’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Sequent Planning’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$501K Sell
21,391
-1,217
-5% -$28.9K 0.12% 134
2025
Q4 		$536K Buy
22,608
+2,303
+11% +$54.1K 0.14% 117
2025
Q3 		$473K Buy
+20,305
New +$464K 0.13% 122
2024
Q4 		– Sell
-28,159
Closed -$576K – 157
2024
Q3 		$576K Buy
+28,159
New +$563K 0.2% 85

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sequent Planning's QCJL Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 5.4% in Q1 2026, selling an estimated $28.9K and leaving 21,391 shares worth $501K. The position accounts for 0.12% of the portfolio, ranked #134.

Sequent Planning first reported a position in QCJL in Q3 2024 and has held it in 4 quarters since. The position peaked at $576K in Q3 2024. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

  • Sequent Planning held 21,391 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $501K as of Q1 2026.
  • Sequent Planning sold 1,217 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q1 2026, an estimated $28.9K.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.12% of Sequent Planning's portfolio in Q1 2026, its #134 holding.
  • Sequent Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2024 and has held it in 4 quarters since.
  • Sequent Planning's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $576K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

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