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

Sequent Planning’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$534K Sell
13,726
-415
-3% -$16.3K 0.13% 126
2025
Q4 		$553K Sell
14,141
-1,025
-7% -$39.6K 0.14% 115
2025
Q3 		$582K Buy
15,166
+9,425
+164% +$356K 0.17% 107
2025
Q2 		$213K Sell
5,741
-69
-1% -$2.47K 0.07% 159
2025
Q1 		$205K Sell
5,810
-83
-1% -$2.96K 0.07% 143
2024
Q4 		$209K Sell
5,893
-24,932
-81% -$880K 0.08% 137
2024
Q3 		$1.08M Buy
+30,825
New +$1.05M 0.37% 46

Other funds holding XJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM

Sequent Planning's XJUL Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 2.9% in Q1 2026, selling an estimated $16.3K and leaving 13,726 shares worth $534K. The position accounts for 0.13% of the portfolio, ranked #126.

Sequent Planning first reported a position in XJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q3 2024. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Sequent Planning held 13,726 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $534K as of Q1 2026.
  • Sequent Planning sold 415 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $16.3K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.13% of Sequent Planning's portfolio in Q1 2026, its #126 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
  • Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.08M in Q3 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

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