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XJAN icon

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

Sequent Planning’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.38M Buy
38,066
+27,878
+274% +$1.02M 0.33% 69
2025
Q4 		$375K Sell
10,188
-101
-1% -$3.67K 0.1% 149
2025
Q3 		$371K Sell
10,289
-94
-0.9% -$3.34K 0.11% 139
2025
Q2 		$363K Sell
10,383
-346
-3% -$11.6K 0.11% 110
2025
Q1 		$355K Buy
10,729
+267
+3% +$9.01K 0.13% 102
2024
Q4 		$353K Sell
10,462
-243,907
-96% -$8.16M 0.13% 104
2024
Q3 		$8.44M Buy
254,369
+10,414
+4% +$341K 2.91% 6
2024
Q2 		$7.93M Sell
243,955
-248,280
-50% -$7.93M 2.72% 6
2024
Q1 		$15.6M Buy
+492,235
New +$15.4M 5.66% 3

Other funds holding XJAN

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sequent Planning's XJAN Position: Q1 2026 in Review

Sequent Planning increased its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) stake by 274% in Q1 2026, buying an estimated $1.02M and bringing the position to 38,066 shares worth $1.38M. The position accounts for 0.33% of the portfolio, ranked #69.

Sequent Planning first reported a position in XJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.6M in Q1 2024. 31 funds tracked by Wall St. Rank hold XJAN as of Q1 2026.

  • Sequent Planning held 38,066 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $1.38M as of Q1 2026.
  • Sequent Planning bought 27,878 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q1 2026, an estimated $1.02M.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up 0.33% of Sequent Planning's portfolio in Q1 2026, its #69 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
  • Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $15.6M in Q1 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q1 2026.

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