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Sequent Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Sequent Planning’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,630
Closed -$248K – 252
2025
Q4 		$248K Buy
6,630
+601
+10% +$22.2K 0.06% 193
2025
Q3 		$222K Buy
+6,029
New +$218K 0.06% 188

Other funds holding XAUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Sequent Planning's XAUG Position: Q1 2026 in Review

Sequent Planning sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q1 2026, closing a stake of 6,630 shares — an estimated $248K sold.

Sequent Planning first reported a position in XAUG in Q3 2025 and held it in 2 quarters. The position peaked at $248K in Q4 2025. 39 funds tracked by Wall St. Rank hold XAUG as of Q1 2026.

  • Sequent Planning reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q1 2026 after selling out during the quarter.
  • Sequent Planning sold 6,630 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q1 2026, an estimated $248K.
  • Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q3 2025 and held it in 2 quarters.
  • Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $248K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q1 2026.

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