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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
Q2 		$3.22M Sell
95,382
-19,058
-17% -$634K 0.69% 35
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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Sequent Planning's QJUN Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest Growth-100 Buffer ETF June (QJUN) stake by 17% in Q2 2026, selling an estimated $634K and leaving 95,382 shares worth $3.22M. The position accounts for 0.69% of the portfolio, ranked #35.

Sequent Planning first reported a position in QJUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.55M in Q1 2024. 112 funds tracked by Wall St. Rank hold QJUN as of Q2 2026.

  • Sequent Planning held 95,382 shares of FT Vest Growth-100 Buffer ETF June worth $3.22M as of Q2 2026.
  • Sequent Planning sold 19,058 FT Vest Growth-100 Buffer ETF June shares in Q2 2026, an estimated $634K.
  • FT Vest Growth-100 Buffer ETF June made up 0.69% of Sequent Planning's portfolio in Q2 2026, its #35 holding.
  • Sequent Planning first reported a position in FT Vest Growth-100 Buffer ETF June in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's FT Vest Growth-100 Buffer ETF June position peaked at $5.55M in Q1 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2026.

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