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

Sequent Planning’s Portfolio XDEC Stock Details XDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.25M	Sell	122,452 -3,912	-3%	-$165K	1.12%	19
2026 Q1	$5.09M	Buy	126,364 +4,464	+4%	+$183K	1.23%	16
2025 Q4	$4.99M	Sell	121,900 -1,912	-2%	-$77.4K	1.27%	17
2025 Q3	$4.96M	Sell	123,812 -3,226	-3%	-$127K	1.41%	16
2025 Q2	$4.93M	Sell	127,038 -2,490	-2%	-$92.6K	1.56%	15
2025 Q1	$4.77M	Sell	129,528 -1,407	-1%	-$52.7K	1.72%	13
2024 Q4	$4.88M	Sell	130,935 -5,905	-4%	-$219K	1.79%	12
2024 Q3	$5.03M	Sell	136,840 -2,622	-2%	-$95.2K	1.73%	14
2024 Q2	$5.03M	Sell	139,462 -2,419	-2%	-$85.9K	1.72%	13
2024 Q1	$5M	Buy	+141,881	New	+$4.92M	1.81%	10

Other funds holding XDEC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Sequent Planning's XDEC Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 3.1% in Q2 2026, selling an estimated $165K and leaving 122,452 shares worth $5.25M. The position accounts for 1.12% of the portfolio, ranked #19.

Sequent Planning first reported a position in XDEC in Q1 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Sequent Planning held 122,452 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $5.25M as of Q2 2026.
Sequent Planning sold 3,912 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $165K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 1.12% of Sequent Planning's portfolio in Q2 2026, its #19 holding.
Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2024 and has held it in 10 quarters since.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

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