Sequent Planning LLC
Position in XJAN — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January
CIK 2009724
OMAHA, NE
All Filings in XJAN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJAN | $1,375,134 | 38,066 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 XJAN | $375,274 | 10,188 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 XJAN | $370,753 | 10,289 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 XJAN | $362,595 | 10,383 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XJAN | $355,473 | 10,729 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 XJAN | $353,092 | 10,462 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 XJAN | $8,438,691 | 254,369 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XJAN | $7,928,537 | 243,955 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 XJAN | $15,635,844 | 492,235 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||