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 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 $7.99B AUM 21.6% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

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

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return