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 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 $26.4B AUM 21.05% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AWM

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Sequent Planning's XMAY Position: Q1 2026 in Review

Sequent Planning sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q1 2026, closing a stake of 18,636 shares — an estimated $650K sold.

Sequent Planning first reported a position in XMAY in Q2 2024 and held it in 4 quarters. The position peaked at $650K in Q4 2025. 17 funds tracked by Wall St. Rank hold XMAY as of Q1 2026.

Sequent Planning reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q1 2026 after selling out during the quarter.
Sequent Planning sold 18,636 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q1 2026, an estimated $650K.
Sequent Planning first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q2 2024 and held it in 4 quarters.
Sequent Planning's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $650K in Q4 2025.
17 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q1 2026.

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