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 Q2	$478K	Sell	11,750 -1,976	-14%	-$79.5K	0.1%	153
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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Sequent Planning's XJUL Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 14% in Q2 2026, selling an estimated $79.5K and leaving 11,750 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #153.

Sequent Planning first reported a position in XJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2024. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

Sequent Planning held 11,750 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $478K as of Q2 2026.
Sequent Planning sold 1,976 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $79.5K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.1% of Sequent Planning's portfolio in Q2 2026, its #153 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 8 quarters since.
Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.08M in Q3 2024.
44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

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