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XNOV icon

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

Sequent Planning’s Portfolio XNOV Stock Details XNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$601K Sell
15,162
-310
-2% -$12.1K 0.13% 129
2026
Q1 		$579K Sell
15,472
-1,554
-9% -$58.9K 0.14% 120
2025
Q4 		$645K Buy
17,026
+10,980
+182% +$408K 0.16% 106
2025
Q3 		$221K Hold
6,046
– – 0.06% 190
2025
Q2 		$215K Sell
6,046
-213
-3% -$7.26K 0.07% 158
2025
Q1 		$211K Hold
6,259
– – 0.08% 139
2024
Q4 		$213K Buy
+6,259
New +$213K 0.08% 136

Other funds holding XNOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Sequent Planning's XNOV Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF November (XNOV) stake by 2% in Q2 2026, selling an estimated $12.1K and leaving 15,162 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #129.

Sequent Planning first reported a position in XNOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $645K in Q4 2025. 34 funds tracked by Wall St. Rank hold XNOV as of Q2 2026.

  • Sequent Planning held 15,162 shares of FT Vest US Equity Enhance & Moderate Buffer ETF November worth $601K as of Q2 2026.
  • Sequent Planning sold 310 FT Vest US Equity Enhance & Moderate Buffer ETF November shares in Q2 2026, an estimated $12.1K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF November made up 0.13% of Sequent Planning's portfolio in Q2 2026, its #129 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF November in Q4 2024 and has held it in 7 quarters since.
  • Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF November position peaked at $645K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF November as of Q2 2026.

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