Sequent Planning LLC Reduced Holdings 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
-3M
- 90.31%
N/A
322K $6.74B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-21K
- 78.18%
$60.84 - $67.51 $1.28M - $1.42M
5.86K $396M
PLW
Invesco 1 30 Laddered Treasury

ETFs
-39.5K
- 46.33%
N/A
45.7K $1.33B
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
-44.8K
- 79.3%
$22.12 - $22.12 $990K - $990K
11.7K $265M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-14.5K
- 50.44%
$61.47 - $67.36 $893K - $979K
14.3K $960M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10K
- 13.43%
$81.31 - $83.29 $815K - $835K
64.6K $5.37B
First Tr Exchng Traded Fd Vi
-19.6K
- 37.33%
N/A
33K $1.17B
TIP
Ishares Tr Tips Bd ETF

ETFs
-9.99K
- 8.52%
$105.92 - $110.83 $1.06M - $1.11M
107K $11.8B
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-19.7K
- 69.4%
$26.14 - $27.97 $514K - $550K
8.68K $239M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.09K
- 15.64%
$434.77 - $502.96 $473K - $547K
5.87K $2.86B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-18.6K
- 7.74%
$26.36 - $28.69 $490K - $534K
222K $6.35B
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-7.71K
- 51.93%
$46.58 - $50.48 $359K - $389K
7.14K $355M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.44K
- 11.15%
$114.73 - $120.23 $510K - $534K
35.4K $4.24B
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-16.5K
- 6.77%
$35.91 - $38.04 $593K - $629K
227K $8.65B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-14.8K
- 43.65%
$20.69 - $21.17 $307K - $314K
19.1K $402M
First Tr Exchng Traded Fd Vi
-9.11K
- 5.18%
N/A
167K $5.07B
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-12.4K
- 53.01%
$19.88 - $21.63 $247K - $268K
11K $236M
QJUN
First Tr ETF
-11.4K
- 5.57%
$24.85 - $27.22 $284K - $311K
194K $5.23B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-4.57K
- 27.67%
$64.57 - $71.76 $295K - $328K
12K $858M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-357
- 20.15%
$475.2 - $527.7 $170K - $188K
1.42K $747M
FDN
First Tr Fd Dow Jones

ETFs
-668
- 20.45%
$183.68 - $212.48 $123K - $142K
2.6K $550M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-5.3K
- 8.16%
$24.77 - $26.7 $131K - $141K
59.6K $1.59B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-6.01K
- 5.54%
$39.85 - $42.56 $239K - $256K
102K $4.36B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-658
- 24.28%
$162.83 - $179.16 $107K - $118K
2.05K $368M
DSL
Double Line Income Solutions Fund

Financial Services
-5.79K
- 10.78%
$12.42 - $13.06 $71.8K - $75.6K
47.9K $622M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-2.52K
- 13.09%
$33.58 - $35.96 $84.7K - $90.7K
16.7K $597M
F
Ford Motor CO

Consumer Cyclical
-279
- 2.13%
$9.71 - $14.55 $2.71K - $4.06K
12.8K $136M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-331
- 14.41%
$405.19 - $478.57 $134K - $158K
1.97K $905M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.06K
- 6.76%
$71.45 - $75.64 $75.9K - $80.3K
14.6K $1.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-95
- 6.0%
$520.18 - $576.82 $49.4K - $54.8K
1.49K $859M
FTA
First Tr Large Cap Value

ETFs
-380
- 10.44%
$72.76 - $79.13 $27.6K - $30.1K
3.26K $258M
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
-914
- 6.22%
$12.96 - $13.53 $11.8K - $12.4K
13.8K $186M
BAC
Bank Of America Corp

Financial Services
-41
- 0.45%
$36.65 - $44.13 $1.5K - $1.81K
9.07K $360M
HNDL
Strategy Shs

ETFs
-1.12K
- 6.6%
$20.96 - $22.29 $23.4K - $24.9K
15.8K $351M
XOM
Exxon Mobil Corp

Energy
-67
- 2.98%
$109.72 - $119.0 $7.35K - $7.97K
2.18K $256M
First Tr Exchng Traded Fd Vi
-181
- 2.25%
N/A
7.87K $285M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.62K
- 1.88%
$35.43 - $36.8 $92.9K - $96.5K
137K $5.03B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-318
- 2.11%
$37.82 - $40.43 $12K - $12.9K
14.8K $597M
SPY
Spdr S&P 500 ETF Trust

ETFs
-48
- 3.84%
$517.38 - $573.86 $24.8K - $27.5K
1.2K $689M
DIV
Global X Superdividend Us ETF

ETFs
-264
- 1.84%
$17.18 - $17.18 $4.54K - $4.54K
14.1K $263M
PG
Procter & Gamble CO

Consumer Defensive
-79
- 2.43%
$160.76 - $177.82 $12.7K - $14K
3.17K $550M
VTI
Vanguard Total Stock Market Et

ETFs
-1.85K
- 5.06%
$255.18 - $283.2 $472K - $524K
34.7K $9.82B
WMT
Walmart Inc.

Consumer Defensive
-40
- 0.71%
$66.91 - $81.4 $2.68K - $3.26K
5.63K $455M
TSLA
Tesla, Inc.

Consumer Cyclical
-51
- 2.51%
$191.76 - $263.26 $9.78K - $13.4K
1.98K $517M
AAPL
Apple Inc.

Technology
-24
- 0.37%
$207.23 - $234.82 $4.97K - $5.64K
6.42K $1.5B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.61K
- 8.16%
$95.81 - $109.03 $346K - $394K
40.7K $4.38B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.83K
- 2.63%
$42.87 - $45.76 $121K - $129K
105K $4.74B
PEP
Pepsico Inc

Consumer Defensive
-106
- 0.48%
$161.9 - $179.3 $17.2K - $19K
21.9K $3.73B
First Tr Exchange Traded Fd
-253
- 0.15%
N/A
164K $3.5B
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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