Sequent Planning’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History

Sequent Planning’s Portfolio QMAR Stock Details QMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.86M	Sell	130,620 -10,072	-7%	-$366K	1.04%	22
2026 Q1	$4.73M	Sell	140,692 -4,579	-3%	-$152K	1.14%	19
2025 Q4	$4.79M	Sell	145,271 -4,340	-3%	-$141K	1.22%	19
2025 Q3	$4.81M	Sell	149,611 -39,237	-21%	-$1.24M	1.37%	18
2025 Q2	$5.85M	Sell	188,848 -6,223	-3%	-$182K	1.85%	10
2025 Q1	$5.52M	Sell	195,071 -4,695	-2%	-$140K	1.99%	8
2024 Q4	$5.95M	Sell	199,766 -21,862	-10%	-$642K	2.18%	9
2024 Q3	$6.35M	Sell	221,628 -18,601	-8%	-$519K	2.19%	9
2024 Q2	$6.74M	Sell	240,229 -2,140,194	-90%	-$57.4M	2.31%	8
2024 Q1	$63.1M	Buy	+2,380,423	New	+$61.8M	22.83%	1

Other funds holding QMAR

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sequent Planning's QMAR Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest Growth-100 Buffer ETF March (QMAR) stake by 7.2% in Q2 2026, selling an estimated $366K and leaving 130,620 shares worth $4.86M. The position accounts for 1.04% of the portfolio, ranked #22.

Sequent Planning first reported a position in QMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $63.1M in Q1 2024. 97 funds tracked by Wall St. Rank hold QMAR as of Q2 2026.

Sequent Planning held 130,620 shares of FT Vest Growth-100 Buffer ETF March worth $4.86M as of Q2 2026.
Sequent Planning sold 10,072 FT Vest Growth-100 Buffer ETF March shares in Q2 2026, an estimated $366K.
FT Vest Growth-100 Buffer ETF March made up 1.04% of Sequent Planning's portfolio in Q2 2026, its #22 holding.
Sequent Planning first reported a position in FT Vest Growth-100 Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FT Vest Growth-100 Buffer ETF March position peaked at $63.1M in Q1 2024.
97 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF March as of Q2 2026.

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