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
Q2 		$432K Sell
17,256
-4,135
-19% -$102K 0.09% 162
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 $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Sequent Planning's QCJL Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 19% in Q2 2026, selling an estimated $102K and leaving 17,256 shares worth $432K. The position accounts for 0.09% of the portfolio, ranked #162.

Sequent Planning first reported a position in QCJL in Q3 2024 and has held it in 5 quarters since. The position peaked at $576K in Q3 2024. 56 funds tracked by Wall St. Rank hold QCJL as of Q2 2026.

  • Sequent Planning held 17,256 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $432K as of Q2 2026.
  • Sequent Planning sold 4,135 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q2 2026, an estimated $102K.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.09% of Sequent Planning's portfolio in Q2 2026, its #162 holding.
  • Sequent Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2024 and has held it in 5 quarters since.
  • Sequent Planning's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $576K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2026.

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