Sequent Planning’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Sequent Planning’s Portfolio XIDE Stock Details XIDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$396K	Sell	13,027 -54,877	-81%	-$1.66M	0.08%	172
2026 Q1	$2.02M	Sell	67,904 -2,464	-4%	-$74K	0.49%	53
2025 Q4	$2.12M	Sell	70,368 -12,385	-15%	-$375K	0.54%	46
2025 Q3	$2.51M	Sell	82,753 -1,931	-2%	-$58.5K	0.71%	37
2025 Q2	$2.57M	Sell	84,684 -51,111	-38%	-$1.52M	0.81%	27
2025 Q1	$4.06M	Sell	135,795 -19,686	-13%	-$594K	1.46%	17
2024 Q4	$4.68M	Sell	155,481 -11,203	-7%	-$339K	1.72%	15
2024 Q3	$5.07M	Sell	166,684 -9,110	-5%	-$276K	1.75%	13
2024 Q2	$5.32M	Buy	175,794 +14,448	+9%	+$438K	1.82%	12
2024 Q1	$4.92M	Buy	+161,346	New	+$4.9M	1.78%	11

Other funds holding XIDE

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KAS

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

Sequent Planning's XIDE Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) stake by 81% in Q2 2026, selling an estimated $1.66M and leaving 13,027 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #172.

Sequent Planning first reported a position in XIDE in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.32M in Q2 2024. 29 funds tracked by Wall St. Rank hold XIDE as of Q2 2026.

Sequent Planning held 13,027 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $396K as of Q2 2026.
Sequent Planning sold 54,877 FT Vest US Equity Buffer & Premium Income ETF December shares in Q2 2026, an estimated $1.66M.
FT Vest US Equity Buffer & Premium Income ETF December made up 0.08% of Sequent Planning's portfolio in Q2 2026, its #172 holding.
Sequent Planning first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FT Vest US Equity Buffer & Premium Income ETF December position peaked at $5.32M in Q2 2024.
29 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q2 2026.

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