SP
QJUN icon

Sequent Planning’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Sequent Planning’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.58M Sell
114,440
-13,502
-11% -$430K 0.86% 28
2025
Q4 		$4.07M Sell
127,942
-6,657
-5% -$209K 1.04% 24
2025
Q3 		$4.19M Buy
134,599
+5,287
+4% +$160K 1.19% 19
2025
Q2 		$3.82M Sell
129,312
-8,275
-6% -$229K 1.21% 19
2025
Q1 		$3.64M Sell
137,587
-4,592
-3% -$128K 1.31% 20
2024
Q4 		$3.99M Sell
142,179
-51,338
-27% -$1.42M 1.46% 18
2024
Q3 		$5.23M Sell
193,517
-11,419
-6% -$301K 1.8% 12
2024
Q2 		$5.45M Sell
204,936
-12,620
-6% -$326K 1.86% 11
2024
Q1 		$5.55M Buy
+217,556
New +$5.4M 2.01% 8

Other funds holding QJUN

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return