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Sequent Planning’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

Sequent Planning’s Portfolio QSPT Stock Details QSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$803K Sell
26,231
-5,188
-17% -$164K 0.19% 101
2025
Q4 		$995K Buy
+31,419
New +$986K 0.25% 83

Other funds holding QSPT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sequent Planning's QSPT Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest Nasdaq-100 Buffer ETF September (QSPT) stake by 17% in Q1 2026, selling an estimated $164K and leaving 26,231 shares worth $803K. The position accounts for 0.19% of the portfolio, ranked #101.

Sequent Planning first reported a position in QSPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $995K in Q4 2025. 92 funds tracked by Wall St. Rank hold QSPT as of Q1 2026.

  • Sequent Planning held 26,231 shares of FT Vest Nasdaq-100 Buffer ETF September worth $803K as of Q1 2026.
  • Sequent Planning sold 5,188 FT Vest Nasdaq-100 Buffer ETF September shares in Q1 2026, an estimated $164K.
  • FT Vest Nasdaq-100 Buffer ETF September made up 0.19% of Sequent Planning's portfolio in Q1 2026, its #101 holding.
  • Sequent Planning first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • Sequent Planning's FT Vest Nasdaq-100 Buffer ETF September position peaked at $995K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2026.

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