Sequent Planning’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

Sequent Planning’s Portfolio XMAY Stock Details XMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$520K	Buy	+14,413	New	+$515K	0.11%	143
2026 Q1	–	Sell	-18,636	Closed	-$650K	–	253
2025 Q4	$650K	Sell	18,636 -3	-0%	-$103	0.17%	104
2025 Q3	$638K	Buy	18,639 +10,588	+132%	+$358K	0.18%	102
2025 Q2	$268K	Buy	+8,051	New	+$258K	0.09%	135
2024 Q3	–	Sell	-9,207	Closed	-$278K	–	165
2024 Q2	$278K	Buy	+9,207	New	+$275K	0.1%	117

Other funds holding XMAY

KAS

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

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

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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

Sequent Planning's XMAY Position: Q2 2026 in Review

Sequent Planning opened a new position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q2 2026: 14,413 shares worth $520K. The stake represents 0.11% of the portfolio and ranks #143 among its holdings. This is a return to the name: Sequent Planning previously reported a position in XMAY as recently as Q4 2025.

Sequent Planning first reported a position in XMAY in Q2 2024 and has held it in 5 quarters since. The position peaked at $650K in Q4 2025. 20 funds tracked by Wall St. Rank hold XMAY as of Q2 2026.

Sequent Planning held 14,413 shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May worth $520K as of Q2 2026.
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May was a new Sequent Planning position in Q2 2026.
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May made up 0.11% of Sequent Planning's portfolio in Q2 2026, its #143 holding.
Sequent Planning first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q2 2024 and has held it in 5 quarters since.
Sequent Planning's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $650K in Q4 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q2 2026.

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