Sequent Planning’s FT Vest Nasdaq-100 Moderate Buffer ETF - November QMNV Stock Holding History

Sequent Planning’s Portfolio QMNV Stock Details QMNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	41,836 -17	-0%	-$417	0.22%	92
2026 Q1	$953K	Sell	41,853 -980	-2%	-$22.8K	0.23%	90
2025 Q4	$1M	Buy	42,833 +1,072	+3%	+$24.5K	0.25%	82
2025 Q3	$931K	Buy	41,761 +8,803	+27%	+$192K	0.26%	77
2025 Q2	$705K	Buy	32,958 +220	+0.7%	+$4.44K	0.22%	74
2025 Q1	$640K	Buy	32,738 +228	+0.7%	+$4.62K	0.23%	70
2024 Q4	$657K	Buy	+32,510	New	+$659K	0.24%	73

Other funds holding QMNV

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Sequent Planning's QMNV Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest Nasdaq-100 Moderate Buffer ETF - November (QMNV) stake by 0.04% in Q2 2026, selling an estimated $417 and leaving 41,836 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #92.

Sequent Planning first reported a position in QMNV in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold QMNV as of Q2 2026.

Sequent Planning held 41,836 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - November worth $1.05M as of Q2 2026.
Sequent Planning sold 17 FT Vest Nasdaq-100 Moderate Buffer ETF - November shares in Q2 2026, an estimated $417.
FT Vest Nasdaq-100 Moderate Buffer ETF - November made up 0.22% of Sequent Planning's portfolio in Q2 2026, its #92 holding.
Sequent Planning first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - November in Q4 2024 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - November as of Q2 2026.

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