Sequent Planning LLC New Holdings in Q3 2025

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLCB
Franklin Templeton ETF Tr Libe

ETFs
772K
New
$21.2 - $21.84 $16.4M - $16.9M
772K $16.8B
FLQG
Franklin Templeton Libertyq Gl

ETFs
280K
New
N/A
280K $16.4B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
163K
New
$62.88 - $68.43 $10.3M - $11.2M
163K $11.2B
LVHD
Franklin U.S. Low Volatility H

ETFs
154K
New
$39.89 - $41.55 $6.15M - $6.4M
154K $6.37B
FLGV
Franklin Templeton ETF Trfrank

ETFs
263K
New
$20.24 - $20.75 $5.33M - $5.46M
263K $5.43B
FLQH
Franklin Templeton Libertyq In

ETFs
111K
New
N/A
111K $4.15B
IEMG
Ishares Inc

ETFs
61.7K
New
N/A
61.7K $4.07B
IEFA
Ishares Tr

ETFs
39.7K
New
$81.7 - $87.53 $3.24M - $3.48M
39.7K $3.47B
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
58.2K
New
$40.65 - $44.95 $2.36M - $2.62M
58.2K $2.59B
FLCO
Franklin Templeton ETF Tr Invt
105K
New
N/A
105K $2.3B
FLMI
Franklin Dynamic Municipal Bon

ETFs
53.2K
New
$23.96 - $24.81 $1.27M - $1.32M
53.2K $1.32B
SCHA
Schwab Strategic Tr Us Small C

ETFs
45.9K
New
$25.29 - $28.33 $1.16M - $1.3M
45.9K $1.28B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13K
New
$91.44 - $91.77 $1.19M - $1.19M
13K $1.19B
Smartstop Self Storag Reit I
24.7K
New
N/A
24.7K $889M
BALT
Innovator Etfs Tr
25.8K
New
$32.11 - $32.82 $828K - $847K
25.8K $847M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
29K
New
$24.08 - $24.56 $697K - $711K
29K $710M
IYG
Ishares Tr

ETFs
7.62K
New
$85.16 - $90.57 $649K - $690K
7.62K $683M
XLE
Energy Sector Spdr

ETFs
7.64K
New
$84.25 - $91.99 $644K - $703K
7.64K $683M
Innovator Etfs Trust
18.9K
New
N/A
18.9K $653M
First Tr Exchng Traded Fd Vi
20.3K
New
N/A
20.3K $473M
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.23K
New
$46.37 - $47.77 $428K - $441K
9.23K $439M
Franklin Templeton ETF Tr
13.5K
New
N/A
13.5K $435M
First Tr Exchng Traded Fd Vi
8.54K
New
N/A
8.54K $346M
MCD
Mcdonalds Corp

Consumer Cyclical
1.12K
New
$291.67 - $316.99 $327K - $355K
1.12K $340M
XLU
Utilities Sector Spdr

ETFs
3.86K
New
$81.14 - $87.32 $313K - $337K
3.86K $337M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.69K
New
$40.94 - $42.85 $315K - $330K
7.69K $324M
PJUL
Innovator U.S. Equity Power Bu

ETFs
6.81K
New
$43.83 - $45.64 $299K - $311K
6.81K $311M
PJAN
Innovator U.S. Equity Power Bu

ETFs
6.77K
New
$43.95 - $45.8 $298K - $310K
6.77K $310M
POCT
Innovator U.S. Equity Power Bu

ETFs
7.19K
New
$41.27 - $43.1 $297K - $310K
7.19K $310M
PAPR
Innovator U.S. Equity Power Bu

ETFs
8.05K
New
$37.32 - $38.38 $301K - $309K
8.05K $309M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.27K
New
$111.77 - $121.28 $254K - $275K
2.27K $274M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.49K
New
$44.4 - $46.72 $244K - $256K
5.49K $256M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.75K
New
$49.09 - $50.58 $233K - $240K
4.75K $240M
SKYY
First Trust Cloud Computing Et

ETFs
1.76K
New
$118.24 - $138.53 $208K - $243K
1.76K $236M
AVGO
Broadcom Inc.

Technology
708
New
$264.74 - $369.57 $187K - $262K
708 $234M
First Tr Exchng Traded Fd Vi
6.03K
New
N/A
6.03K $222M
FDT
First Trust Developed Markets

ETFs
2.9K
New
$68.09 - $76.05 $197K - $221K
2.9K $219M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
10K
New
$20.22 - $21.71 $203K - $218K
10K $217M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
3.81K
New
$50.16 - $55.21 $191K - $210K
3.81K $209M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.34K
New
$138.08 - $151.2 $184K - $202K
1.34K $202M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
6.97K
New
$28.38 - $29.05 $198K - $202K
6.97K $201M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.06K
New
$181.56 - $190.33 $192K - $201K
1.06K $200M
Activity Summary
Buys All Purchases 120 New Holdings 43 Increased Positions 77 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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