Sequent Planning LLC Purchases in Q3 2024

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
2.89M
New
N/A
2.89M $58.6B
First Tr Exchng Traded Fd Vi
30.8K
New
N/A
30.8K $1.08B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.51K
New
$178.94 - $207.0 $806K - $933K
4.51K $905M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.67K
New
$96.25 - $101.98 $834K - $884K
8.67K $878M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.6K
New
$48.51 - $52.86 $756K - $824K
15.6K $824M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16.5K
New
$42.54 - $47.97 $700K - $789K
16.5K $782M
First Tr Exchng Traded Fd Vi
11.7K
+ 5.75%
N/A
216K $8.18B
IMFL
Invesco Ex Tr Self Indx Fd Tr
23.4K
New
$23.68 - $26.26 $554K - $615K
23.4K $597M
First Tr Exchng Traded Fd Vi
28.2K
New
N/A
28.2K $576M
VRIG
Invesco Actively Managed ETF F

ETFs
22.4K
New
$25.05 - $25.21 $560K - $564K
22.4K $561M
First Tr Exchng Traded Fd Vi
10.4K
+ 4.27%
N/A
254K $8.44B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.69K
New
$50.52 - $50.95 $489K - $494K
9.69K $493M
WTMF
Wisdomtree Tr Managed Futures

ETFs
12.5K
New
$34.69 - $36.83 $434K - $461K
12.5K $445M
First Tr Exchng Traded Fd Vi
11.2K
New
N/A
11.2K $402M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3.09K
New
$114.52 - $127.8 $354K - $395K
3.09K $387M
MLI
Mueller Industries Inc

Industrials
1.53K
+ 10.03%
$55.73 - $74.1 $85K - $113K
16.7K $1.24B
GTO
Invesco Actively Managed ETF T

ETFs
6.48K
+ 34.83%
$46.22 - $48.77 $300K - $316K
25.1K $1.21B
VEA
Vanguard Ftse Developed Market

ETFs
5.51K
+ 61.46%
$47.6 - $53.31 $262K - $294K
14.5K $765M
LOW
Lowes Companies Inc

Consumer Cyclical
326
+ 8.86%
$213.3 - $270.78 $69.5K - $88.3K
4.01K $1.08B
NVDA
Nvidia Corp

Technology
3.29K
+ 8.85%
$98.91 - $134.91 $325K - $443K
40.4K $4.91B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.7K
New
$26.01 - $27.41 $278K - $293K
10.7K $292M
SIXJ
Aim ETF Prods Tr Allianzim U S
9.26K
New
$27.55 - $29.4 $255K - $272K
9.26K $272M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.9K
+ 85.73%
$41.9 - $48.26 $205K - $237K
10.6K $508M
First Tr Exchng Traded Fd Vi
6.27K
+ 24.69%
N/A
31.7K $1.16B
First Tr Exchng Traded Fd Vi
7.35K
+ 29.68%
N/A
32.1K $1.03B
PFEB
Innovator U.S. Equity Power Bu

ETFs
6.75K
New
$34.29 - $36.04 $232K - $243K
6.75K $243M
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.89K
New
$55.81 - $61.01 $217K - $237K
3.89K $237M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.74K
New
$57.32 - $62.65 $215K - $234K
3.74K $233M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.29K
New
$162.64 - $179.3 $209K - $231K
1.29K $231M
ETN
Eaton Corp PLC

Industrials
669
New
$272.52 - $333.02 $182K - $223K
669 $222M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.37K
+ 13.0%
N/A
55.3K $1.36B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.92K
New
$42.73 - $44.94 $210K - $221K
4.92K $221M
First Tr Exchng Traded Fd Vi
6.52K
New
N/A
6.52K $216M
IRM
Iron Mountain Inc

Real Estate
1.81K
New
$89.69 - $119.32 $163K - $216K
1.81K $216M
XLC
Select Sector Spdr Tr Communic

ETFs
2.37K
New
$82.16 - $90.4 $195K - $214K
2.37K $214M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.29K
New
$48.06 - $49.39 $206K - $212K
4.29K $211M
JNJ
Johnson & Johnson

Healthcare
1.3K
New
$145.48 - $167.38 $188K - $217K
1.3K $210M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.63K
New
$112.99 - $126.45 $184K - $206K
1.63K $206M
XLY
Select Sector Spdr Consumer Di

ETFs
686
+ 21.3%
$170.05 - $200.86 $117K - $138K
3.91K $783M
AIT
Applied Industrial Technologies Inc

Industrials
389
+ 12.12%
$183.8 - $224.77 $71.5K - $87.4K
3.6K $803M
XLK
Technology Sector Spdr

ETFs
918
+ 9.43%
$197.34 - $237.68 $181K - $218K
10.7K $2.4B
RDVY
First Trust Rising Dividend Ac

ETFs
1.71K
+ 9.52%
$53.68 - $59.24 $91.7K - $101K
19.7K $1.16B
FVD
First Tr Value Line Divid Inde

ETFs
495
+ 1.67%
$40.45 - $45.49 $20K - $22.5K
30.1K $1.37B
FTCS
First Trust Capital Strength E

ETFs
444
+ 2.58%
$83.58 - $90.94 $37.1K - $40.4K
17.6K $1.6B
DGRO
Ishares Core Dividend Growth E

ETFs
1.14K
+ 7.13%
$57.47 - $62.76 $65.6K - $71.7K
17.2K $1.08B
TECK
Teck Resources LTD

Basic Materials
1.33K
+ 6.97%
$43.48 - $53.4 $58K - $71.2K
20.5K $1.07B
FIW
First Trust Water ETF

ETFs
1.11K
+ 50.16%
$98.0 - $109.33 $109K - $122K
3.34K $365M
FSK
Fs Kkr Capital Corp

Financial Services
7.35K
+ 26.09%
$18.74 - $20.43 $138K - $150K
35.5K $701M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
314
+ 1.2%
$50.02 - $54.5 $15.7K - $17.1K
26.6K $1.45B
Activity Summary
Buys All Purchases 91 New Holdings 27 Increased Positions 64 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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