SP
QCOC

Sequent Planning’s FT Vest Nasdaq-100 Conservative Buffer ETF - October QCOC Stock Holding History

Sequent Planning’s Portfolio QCOC Stock Details QCOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.71M Sell
350,515
-1,460
-0.4% -$32.7K 1.86% 10
2025
Q4 		$7.9M Buy
351,975
+89,655
+34% +$2M 2.01% 10
2025
Q3 		$5.78M Sell
262,320
-5,594
-2% -$121K 1.64% 13
2025
Q2 		$5.69M Sell
267,914
-2,629
-1% -$53.1K 1.8% 13
2025
Q1 		$5.31M Buy
270,543
+4,880
+2% +$98.6K 1.91% 10
2024
Q4 		$5.36M Buy
+265,663
New +$5.33M 1.97% 10

Other funds holding QCOC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sequent Planning's QCOC Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - October (QCOC) stake by 0.41% in Q1 2026, selling an estimated $32.7K and leaving 350,515 shares worth $7.71M. The position accounts for 1.86% of the portfolio, ranked #10.

Sequent Planning first reported a position in QCOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.9M in Q4 2025. 51 funds tracked by Wall St. Rank hold QCOC as of Q1 2026.

  • Sequent Planning held 350,515 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - October worth $7.71M as of Q1 2026.
  • Sequent Planning sold 1,460 FT Vest Nasdaq-100 Conservative Buffer ETF - October shares in Q1 2026, an estimated $32.7K.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - October made up 1.86% of Sequent Planning's portfolio in Q1 2026, its #10 holding.
  • Sequent Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - October in Q4 2024 and has held it in 6 quarters since.
  • Sequent Planning's FT Vest Nasdaq-100 Conservative Buffer ETF - October position peaked at $7.9M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - October as of Q1 2026.

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