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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
Q2 		$1.22M Sell
31,870
-6,196
-16% -$234K 0.26% 82
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 $4.79B AUM 27.94% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning's XJAN Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) stake by 16% in Q2 2026, selling an estimated $234K and leaving 31,870 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #82.

Sequent Planning first reported a position in XJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.6M in Q1 2024. 33 funds tracked by Wall St. Rank hold XJAN as of Q2 2026.

  • Sequent Planning held 31,870 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $1.22M as of Q2 2026.
  • Sequent Planning sold 6,196 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q2 2026, an estimated $234K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up 0.26% of Sequent Planning's portfolio in Q2 2026, its #82 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 10 quarters since.
  • Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $15.6M in Q1 2024.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q2 2026.

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