SP
XISE icon

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

Sequent Planning’s Portfolio XISE Stock Details XISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,502
Closed -$1.24M – 150
2024
Q1 		$1.24M Buy
+40,502
New +$1.24M 0.45% 38

Other funds holding XISE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return

Sequent Planning's XISE Position: Q2 2024 in Review

Sequent Planning sold out of FT Vest US Equity Buffer & Premium Income ETF September (XISE) in Q2 2024, closing a stake of 40,502 shares — an estimated $1.24M sold.

Sequent Planning first reported a position in XISE in Q1 2024 and held it in 1 quarter. The position peaked at $1.24M in Q1 2024. 30 funds tracked by Wall St. Rank hold XISE as of Q2 2024.

  • Sequent Planning reported no remaining FT Vest US Equity Buffer & Premium Income ETF September position as of Q2 2024 after selling out during the quarter.
  • Sequent Planning sold 40,502 FT Vest US Equity Buffer & Premium Income ETF September shares in Q2 2024, an estimated $1.24M.
  • Sequent Planning first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q1 2024 and held it in 1 quarter.
  • Sequent Planning's FT Vest US Equity Buffer & Premium Income ETF September position peaked at $1.24M in Q1 2024.
  • 30 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q2 2024.

Based on Sequent Planning's 13F filing for Q2 2024, filed 12 Aug 2024.