Sequent Planning LLC

Name: Sequent Planning LLC 13F holdings, Q2 2024
Creator: Sequent Planning LLC
Published: 2024-08-12

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Sequent Planning LLC reported 138 stock positions worth $292.2 million. Its top holding was FT NDQ100 Mod Buff ETF - May (QMMY) at 23.4% of the portfolio, followed by SPDR Gold Shares (GLD, 8.5%) and iShares Tips Bond ETF (TIP, 4.2%). Compared with Q1 2024, it opened 9 new positions, sold out of 12, added to 50 and reduced 74. The biggest buy was a new position in FT NDQ100 Mod Buff ETF - May (QMMY) and the biggest sale FT Vest Nasdaq-100 Buffer Et (QMAR, shares −90%).

Most Recent 13F: Q2 2026
Location: OMAHA, NE
CIK: 0002009724
Portfolio Value: $292.2M (Q2 2024)
SEC Filing: 0001214659-24-014219 ↗ filed Aug 12, 2024

Holdings Value

Holdings 138 stocks · $292.2M


QMMY FT NDQ100 Mod Buff ETF - May	23.42%	3,323,350	$68.4M	New
GLD SPDR Gold Shares	8.52%	115,460	$24.9M	Add +5.0%
TIP iShares Tips Bond ETF	4.25%	117,204	$12.4M	Add +6.7%
VTI VG Morningstar TS MKT ETF-US	3.35%	36,526	$9.8M	Add +4.3%
XJUN FT Vest U.S. Equity Enhance	3.07%	243,941	$9.0M	New
XJAN FT Vest Enh Mod Buff - Jan	2.72%	243,955	$7.9M	Reduce -50.4%
GJAN FT Vest US Equity Moderate B	2.58%	204,362	$7.5M	Reduce -10.0%
QMAR FT Vest Nasdaq-100 Buffer Et	2.31%	240,229	$6.7M	Reduce -89.9%
SHY iShares 1-3 Year Treasury Bo	2.08%	74,619	$6.1M	Reduce -0.4%
AMZN Amazon.com Inc.	1.91%	28,228	$5.6M	Reduce -3.6%
QJUN FT Vest Nasdaq-100 Buffer Et	1.86%	204,936	$5.4M	Reduce -5.8%
XIDE FT Vest US Equity Buffer & P	1.82%	175,794	$5.3M	Add +8.9%
XDEC FT Vest US Equity Enhance &	1.72%	139,462	$5.0M	Reduce -1.7%
NVDA Nvidia Corp.	1.58%	37,125	$4.6M	Add +134.8%
FIXD First Trust Smith Opportunis	1.58%	107,596	$4.6M	Add +12.1%
IEI iShares 3-7 Year Treasury Bo	1.56%	39,853	$4.6M	Add +3.3%
DJUN FT Vest US Equity Deep Buffe	1.52%	108,459	$4.4M	New
IJS iShares S&P Small-Cap 600 Va	1.46%	44,276	$4.3M	Add +6.8%
PEP Pepsico Inc.	1.23%	22,038	$3.6M	Reduce -0.0%
QQQ Invesco QQQ Trust Series 1	1.15%	6,957	$3.4M	Add +0.3%
FIIG FT Intermed Dur Ig Corp. ETF	1.14%	164,123	$3.3M	Add +17.3%
UCON First Trust Smith Unconstrai	0.86%	102,668	$2.5M	Add +16.8%
LGOV First TR Long Duration O-ETF	0.85%	119,082	$2.5M	Add +17.4%
GOVI Invesco Equal Weight 0-30 YR	0.79%	85,238	$2.3M	Add +5.6%
XLK SS Technology Select Sector	0.76%	9,732	$2.2M	Reduce -2.9%
MSFT Microsoft Corp.	0.73%	4,693	$2.1M	Reduce -4.8%
GOOGL Alphabet Inc. Class A	0.69%	10,938	$2.0M	Reduce -0.8%
SPHQ Invesco S&P 500 Quality ETF	0.63%	28,811	$1.8M	Reduce -5.5%
GJUN FT Vest US Equity Moderate B	0.61%	52,623	$1.8M	Add +273.6%
SPYM Ste STR SPDR PT S&P 500 ETF	0.59%	26,855	$1.7M	Add +12.7%
QDEC FT Vest Nasdaq-100 Buffer Et	0.58%	64,885	$1.7M	Reduce -57.0%
OMFL Invesco Russell 1000 DYN M/F	0.49%	27,763	$1.4M	Add +7.3%
FTCS First Trust Capital Strength	0.49%	17,186	$1.4M	Reduce -12.2%
AAPL Apple Inc.	0.48%	6,445	$1.4M	Reduce -6.2%
KNG FT Vest S&P 500 DVD Arst TRG	0.45%	26,254	$1.3M	Reduce -7.3%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F	0.44%	23,417	$1.3M	Reduce -8.8%
FTHI Fthi/First Trust Exchange-TR	0.43%	55,508	$1.3M	Reduce -8.1%
GTOQ Inv Hig Yeld SYS BND ETF-Usd filed as POWERSHARES ACTIVELY MANAGED	0.43%	56,465	$1.2M	Reduce -8.8%
TDIV FT Nasdaq Tech DVD Index FD	0.42%	16,064	$1.2M	Reduce -6.7%
FVD First Trust Value Line DVD	0.41%	29,616	$1.2M	Reduce -15.2%
RDVI FT Vest Rising Dividend Achi	0.39%	48,981	$1.1M	Reduce -9.2%
BND Vanguard Total Bond Market	0.38%	15,702	$1.1M	Add +24.1%
SPMO Invesco S&P 500 Momentum ETF	0.38%	12,595	$1.1M	Reduce -0.8%
SPLV Invesco S&P 500 Low Volatili	0.37%	16,529	$1.1M	Reduce -2.1%
SPTS SS SPDR P St Term TSY ETF	0.35%	35,190	$1.0M	Add +0.7%
RDVY First Trust Rising Dividend	0.34%	17,949	$981K	Reduce -17.5%
BRK.B Berkshire Hathaway Inc. Class B	0.32%	2,297	$931K	Add +15.5%
CNQ Canadian Natural Resources	0.32%	25,758	$925K	Reduce -8.0%
TECK Teck Resources Ltd.-CLS B	0.32%	19,135	$921K	Reduce -10.3%
DGRO iShares Core Dividend Growth	0.32%	16,025	$921K	Reduce -6.9%
SU Suncor Energy Inc.	0.31%	23,876	$913K	Reduce -9.3%
GFEB FT Vest US Equity Moderate B	0.31%	25,397	$901K	Add +16.5%
VOO Vanguard S&P 500 ETF	0.30%	1,772	$888K	Reduce -7.7%
IVV iShares Core S&P 500 ETF	0.30%	1,584	$868K	Add +1.1%
GTO Invesco Total Return Bond Et filed as POWERSHARES ACTIVELY MANAGED	0.29%	18,617	$861K	Add +16.9%
MLI Mueller Industries Inc.	0.29%	15,217	$854K	Reduce -4.2%
CIVI Civitas Resources Inc.	0.29%	12,422	$852K	Reduce -9.0%
FSIG FT Ltd. Duration Inv Grade	0.29%	45,209	$846K	Add +15.9%
RPG Invesco S&P 500 Pure Growth	0.29%	22,735	$845K	Reduce -7.9%
ON On Semiconductor	0.29%	12,105	$837K	Reduce -10.7%
V Visa Inc. Class A	0.28%	3,157	$831K	Reduce -6.0%
VGT Vanguard Info Tech ETF	0.28%	1,403	$817K	Reduce -8.2%
LOW Lowe's Cos Inc.	0.27%	3,680	$786K	Reduce -9.5%
XFEB FT Vest Enh Mod Buff - Feb	0.27%	24,753	$776K	Add +20.4%
INTF iShares International Equity	0.26%	26,136	$768K	Reduce -8.0%
MCK McKesson Corp.	0.26%	1,300	$762K	Reduce -2.3%
SPBO SS SPDR P Corp. Bond ETF	0.25%	26,087	$742K	Reduce -6.8%
BAB Invesco Taxable Municipal Bo	0.25%	28,352	$741K	Reduce -7.6%
BKLN Invesco Senior Loan ETF	0.24%	33,973	$714K	Add +4.3%
QVMT Invesco S&P 500 Concentrated	0.24%	14,848	$710K	Add +24.1%
SPTM SS SPDR P S&P 1500 Comp ETF	0.24%	10,508	$698K	Add +7.2%
VIG Vanguard Dividend Apprec ETF	0.24%	3,778	$688K	Reduce -8.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.23%	1,249	$681K	Add +0.6%
XSEP FT Vest U.S. Equity Enhance	0.23%	18,029	$680K	Reduce -23.7%
DSL Doubleline Income Solutions	0.23%	53,680	$677K	Add +9.0%
FDN First Trust DJ Internet Ind	0.23%	3,266	$672K	Reduce -15.0%
GAPR FT Vest US Equity Moderate B	0.23%	18,812	$672K	Reduce -44.0%
WLK Westlake Corp.	0.22%	4,556	$653K	Reduce -6.0%
INSW International Seaways Inc.	0.22%	10,960	$649K	Reduce -9.5%
VHT Vanguard Health Care ETF	0.22%	2,448	$648K	Reduce -6.6%
PSK SS SPDR Ice Pref Sec ETF	0.22%	19,265	$647K	Add +15.7%
IJR iShares Core S&P Small-Cap E	0.21%	5,879	$622K	Reduce -1.0%
AIT Applied Industrial Tech Inc.	0.21%	3,210	$611K	Reduce -3.1%
XLY SS Consumer Disc Select Sect	0.20%	3,220	$589K	Add +7.0%
FAPR FT Vest U.S. Equity Buffer E	0.20%	15,073	$589K	Add +15.4%
FSK FS KKR Capital Corp.	0.19%	28,181	$559K	Reduce -36.1%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F	0.19%	10,233	$554K	Reduce -7.6%
RPV Invesco S&P 500 Pure Value E	0.18%	6,507	$540K	Reduce -7.9%
PG The Procter & Gamble Co.	0.18%	3,253	$529K	Add +4.9%
PCY Invesco Emerging Markets Sov	0.16%	23,399	$465K	Add +2.6%
VEA Vanguard Ftse Developed ETF	0.15%	8,971	$444K	Add +75.5%
FLRT Pacer Aristotle Pacific Floa	0.15%	9,279	$442K	Add +34.0%
RSP Invesco S&P 500 Equal Weight	0.15%	2,710	$442K	Add +48.7%
TSLA Tesla Inc.	0.15%	2,028	$426K	Add +23.4%
TLT iShares 20+ Year Treasury BD	0.14%	4,452	$400K	Reduce -2.5%
IUS Invesco Rafi Strategic US Et	0.13%	8,228	$389K	Reduce -7.3%
WMT Walmart Inc.	0.13%	5,670	$383K	Reduce -0.1%
VIRC Virco MFG Corporation	0.13%	28,330	$378K	Add +4.1%
USHY iShares Broad Usd High Yield	0.13%	10,447	$377K	New
OMFS Invesco RSL 2000 DYN Mltfctr	0.13%	10,482	$375K	Add +3.4%
AZO AutoZone Inc.	0.13%	132	$374K	No change
IGV iShares Expanded Tech-Softwa	0.13%	4,221	$369K	Reduce -12.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.12%	9,113	$365K	Reduce -5.8%
XLV SS Health Care Select Sector	0.12%	2,505	$363K	Add +1.9%
HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS	0.12%	16,900	$355K	Add +10.1%
CVX Chevron Corp.	0.11%	2,128	$333K	Reduce -6.8%
RTX RTX Corp.	0.11%	3,288	$327K	Reduce -10.8%
GRPM Invesco S&P Midcap 400 Garp	0.11%	2,711	$307K	Reduce -0.6%
XLP SS Consumer Staples Sel Sect	0.10%	4,010	$305K	Add +37.1%
PPG PPG Industries Inc.	0.10%	2,361	$293K	No change
GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED	0.10%	5,813	$290K	Add +40.8%
VUG Vanguard Mrngstar GR ETF-Sui	0.10%	765	$288K	Add +21.2%
IDLV Invesco S&P International DE	0.10%	10,528	$287K	Reduce -7.2%
AMD Advanced Micro Devices	0.10%	1,816	$286K	Reduce -19.7%
DJUL FT Vest US Equity Deep Buffe	0.10%	7,190	$286K	No change
GMAY FT Vest U.S. Equity Moderate	0.10%	8,052	$282K	Reduce -17.4%
XMAY FT US Eq Enh&mod Buff - May	0.10%	9,207	$278K	New
XMLV Invesco S&P Midcap Low Volat	0.09%	4,978	$273K	Reduce -8.1%
VB Vanguard Most SM-Cap ETF-Usd	0.09%	1,237	$268K	Add +3.7%
FTA First Trust L C Val Alp	0.09%	3,639	$266K	Reduce -11.9%
XOM Exxon Mobil Corp.	0.09%	2,250	$259K	Reduce -4.6%
VWO Vanguard Ftse Emerging Marke	0.09%	5,719	$251K	New
DIV Global X Superdividend Use	0.08%	14,334	$246K	Reduce -3.6%
XMAR FT Vest US Equity Enhance &	0.08%	7,104	$246K	Reduce -4.4%
FDL First Trust Morn DVD Lead Inc.	0.08%	6,210	$235K	Add +3.0%
DJAN FT Vest U.S. Equity Deep Buf	0.08%	6,179	$230K	Reduce -94.1%
META Meta Platforms Inc. Class A	0.08%	454	$229K	New
VDE Vanguard Energy ETF	0.08%	1,725	$220K	Reduce -2.3%
FIW First Trust Water ETF	0.07%	2,221	$218K	New
VTEB Vanguard Tax-Exempt Bond ETF	0.07%	4,347	$217K	No change
GMAR FT Vest US Equity Moderate B	0.07%	6,044	$215K	Add +1.3%
FDT First Trust Develp MKT Ex-US	0.07%	3,802	$210K	Reduce -10.8%
XLI SS Industrial Select Sector	0.07%	1,737	$209K	Reduce -0.9%
GRMN Garmin Ltd.	0.07%	1,245	$201K	Reduce -11.3%
GYLD Arrow Dow Jones Global Yield	0.07%	14,701	$191K	Add +10.4%
F Ford Motor Co. filed as FORD MTR CO DEL	0.06%	13,111	$167K	Add +1.6%
ALTM Arcadium Lithium PLC	0.02%	20,000	$65K	New
SIRI Sirius XM Holdings Inc.	0.01%	10,018	$29K	No change

Portfolio Sells Q1 2024 → Q2 2024


QMAR FT Vest Nasdaq-100 Buffer Et	Reduce -89.9%	2.31%	−20.52
XJAN FT Vest Enh Mod Buff - Jan	Reduce -50.4%	2.72%	−2.94
DJAN FT Vest U.S. Equity Deep Buf	Reduce -94.1%	0.08%	−1.29
QDEC FT Vest Nasdaq-100 Buffer Et	Reduce -57.0%	0.58%	−0.78
JEPI JPMorgan Equity Premium Inco	Sold out	0.00%	−0.58
XISE FT Vest US Equity Buffer & P	Sold out	0.00%	−0.45
GJAN FT Vest US Equity Moderate B	Reduce -10.0%	2.58%	−0.37
HDSN Hudson Technologies Inc.	Sold out	0.00%	−0.28
FNOV FT Vest US Equity Buffer ETF	Sold out	0.00%	−0.18
GAPR FT Vest US Equity Moderate B	Reduce -44.0%	0.23%	−0.18
PEP Pepsico Inc.	Reduce -0.0%	1.23%	−0.17
QQEW First TR Nasdaq-100 Sel Eq	Sold out	0.00%	−0.15
QJUN FT Vest Nasdaq-100 Buffer Et	Reduce -5.8%	1.86%	−0.14
SHY iShares 1-3 Year Treasury Bo	Reduce -0.4%	2.08%	−0.14
FVD First Trust Value Line DVD	Reduce -15.2%	0.41%	−0.12
FTCS First Trust Capital Strength	Reduce -12.2%	0.49%	−0.12
FSK FS KKR Capital Corp.	Reduce -36.1%	0.19%	−0.11
FOCT FT Vest U.S. Equity Buffer E	Sold out	0.00%	−0.11
RDVY First Trust Rising Dividend	Reduce -17.5%	0.34%	−0.11
LOW Lowe's Cos Inc.	Reduce -9.5%	0.27%	−0.11
KNG FT Vest S&P 500 DVD Arst TRG	Reduce -7.3%	0.45%	−0.10
QYLD Global X Nasd 100 Cov Call	Sold out	0.00%	−0.09
BBCP Concrete Pumping Holdings Inc.	Sold out	0.00%	−0.09
XDEC FT Vest US Equity Enhance &	Reduce -1.7%	1.72%	−0.09
RDVI FT Vest Rising Dividend Achi	Reduce -9.2%	0.39%	−0.09
XSEP FT Vest U.S. Equity Enhance	Reduce -23.7%	0.23%	−0.08
CIVI Civitas Resources Inc.	Reduce -9.0%	0.29%	−0.08
RYLD Global X Russell 2000 Cov Class	Sold out	0.00%	−0.08
DOCT FT Vest U.S. Equity Deep Buf	Sold out	0.00%	−0.08
FTC First Trust Large Cap Growth	Sold out	0.00%	−0.07
ON On Semiconductor	Reduce -10.7%	0.29%	−0.07
GTOQ Inv Hig Yeld SYS BND ETF-Usd	Reduce -8.8%	0.43%	−0.07
CNQ Canadian Natural Resources	Reduce -8.0%	0.32%	−0.07
FTHI Fthi/First Trust Exchange-TR	Reduce -8.1%	0.43%	−0.06
JEPQ JPM Nasdaq Equity Premium	Reduce -8.8%	0.44%	−0.06
FDN First Trust DJ Internet Ind	Reduce -15.0%	0.23%	−0.06
V Visa Inc. Class A	Reduce -6.0%	0.28%	−0.05
AMD Advanced Micro Devices	Reduce -19.7%	0.10%	−0.05
DGRO iShares Core Dividend Growth	Reduce -6.9%	0.32%	−0.05
WLK Westlake Corp.	Reduce -6.0%	0.22%	−0.04
INTF iShares International Equity	Reduce -8.0%	0.26%	−0.04
RPV Invesco S&P 500 Pure Value E	Reduce -7.9%	0.18%	−0.04
BAB Invesco Taxable Municipal Bo	Reduce -7.6%	0.25%	−0.04
SPBO SS SPDR P Corp. Bond ETF	Reduce -6.8%	0.25%	−0.04
SPHQ Invesco S&P 500 Quality ETF	Reduce -5.5%	0.63%	−0.04
SU Suncor Energy Inc.	Reduce -9.3%	0.31%	−0.04
RPG Invesco S&P 500 Pure Growth	Reduce -7.9%	0.29%	−0.04
VIG Vanguard Dividend Apprec ETF	Reduce -8.9%	0.24%	−0.04
TECK Teck Resources Ltd.-CLS B	Reduce -10.3%	0.32%	−0.04
SPLV Invesco S&P 500 Low Volatili	Reduce -2.1%	0.37%	−0.04

Portfolio Buys Q1 2024 → Q2 2024


QMMY FT NDQ100 Mod Buff ETF - May	New	23.42%	+23.42
XJUN FT Vest U.S. Equity Enhance	New	3.07%	+3.07
DJUN FT Vest US Equity Deep Buffe	New	1.52%	+1.52
NVDA Nvidia Corp.	Add +134.8%	1.58%	+1.06
GJUN FT Vest US Equity Moderate B	Add +273.6%	0.61%	+0.45
GLD SPDR Gold Shares	Add +5.0%	8.52%	+0.33
USHY iShares Broad Usd High Yield	New	0.13%	+0.13
FIIG FT Intermed Dur Ig Corp. ETF	Add +17.3%	1.14%	+0.10
XMAY FT US Eq Enh&mod Buff - May	New	0.10%	+0.10
VWO Vanguard Ftse Emerging Marke	New	0.09%	+0.09
META Meta Platforms Inc. Class A	New	0.08%	+0.08
FIW First Trust Water ETF	New	0.07%	+0.07
UCON First Trust Smith Unconstrai	Add +16.8%	0.86%	+0.07
FIXD First Trust Smith Opportunis	Add +12.1%	1.58%	+0.06
LGOV First TR Long Duration O-ETF	Add +17.4%	0.85%	+0.06
VEA Vanguard Ftse Developed ETF	Add +75.5%	0.15%	+0.06
SPYM Ste STR SPDR PT S&P 500 ETF	Add +12.7%	0.59%	+0.06
VTI VG Morningstar TS MKT ETF-US	Add +4.3%	3.35%	+0.06
BND Vanguard Total Bond Market	Add +24.1%	0.38%	+0.05
XIDE FT Vest US Equity Buffer & P	Add +8.9%	1.82%	+0.04
TSLA Tesla Inc.	Add +23.4%	0.15%	+0.04
RSP Invesco S&P 500 Equal Weight	Add +48.7%	0.15%	+0.04
XFEB FT Vest Enh Mod Buff - Feb	Add +20.4%	0.27%	+0.04
GFEB FT Vest US Equity Moderate B	Add +16.5%	0.31%	+0.04
QQQ Invesco QQQ Trust Series 1	Add +0.3%	1.15%	+0.03
FLRT Pacer Aristotle Pacific Floa	Add +34.0%	0.15%	+0.03
FAPR FT Vest U.S. Equity Buffer E	Add +15.4%	0.20%	+0.03
QVMT Invesco S&P 500 Concentrated	Add +24.1%	0.24%	+0.03
GTO Invesco Total Return Bond Et	Add +16.9%	0.29%	+0.03
GSY Invesco Ultra Short Duration	Add +40.8%	0.10%	+0.02
FSIG FT Ltd. Duration Inv Grade	Add +15.9%	0.29%	+0.02
XLP SS Consumer Staples Sel Sect	Add +37.1%	0.10%	+0.02
ALTM Arcadium Lithium PLC	New	0.02%	+0.02
VIRC Virco MFG Corporation	Add +4.1%	0.13%	+0.02
VUG Vanguard Mrngstar GR ETF-Sui	Add +21.2%	0.10%	+0.02
BRK.B Berkshire Hathaway Inc. Class B	Add +15.5%	0.32%	+0.02
PSK SS SPDR Ice Pref Sec ETF	Add +15.7%	0.22%	+0.01
SPTM SS SPDR P S&P 1500 Comp ETF	Add +7.2%	0.24%	+0.01
DSL Doubleline Income Solutions	Add +9.0%	0.23%	+0.01
HNDL Nasdaq 7 Handl Index ETF	Add +10.1%	0.12%	+0.00
GYLD Arrow Dow Jones Global Yield	Add +10.4%	0.07%	+0.00
XLY SS Consumer Disc Select Sect	Add +7.0%	0.20%	+0.00
GMAR FT Vest US Equity Moderate B	Add +1.3%	0.07%	−0.00
IVV iShares Core S&P 500 ETF	Add +1.1%	0.30%	−0.00
PG The Procter & Gamble Co.	Add +4.9%	0.18%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Add +0.6%	0.23%	−0.00
FDL First Trust Morn DVD Lead Inc.	Add +3.0%	0.08%	−0.00
F Ford Motor Co.	Add +1.6%	0.06%	−0.00
BKLN Invesco Senior Loan ETF	Add +4.3%	0.24%	−0.00
VB Vanguard Most SM-Cap ETF-Usd	Add +3.7%	0.09%	−0.01

Notes & Other Activity Q1 2024 → Q2 2024


MARKFORGED HOLDING CORPORATI	COM · principal	Sold out	15,000	$13Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	269	$468.0M	AGG, USPX, FLCB, FLQL, XLK
Q1 2026	242	$413.6M	AGG, USPX, FLCB, XOCT, QDEC
Q4 2025	226	$392.9M	AGG, USPX, FLCB, XOCT, QDEC
Q3 2025	201	$352.4M	AGG, XOCT, FLCB, QDEC, USPX
Q2 2025	162	$315.7M	QDEC, BGLD, XOCT, TIP, VTI
Q1 2025	146	$277.8M	QDEC, BGLD, XOCT, TIP, VTI
Q4 2024	141	$272.5M	QDEC, XOCT, BGLD, TIP, VTI
Q3 2024	146	$290.3M	QMAG, GLD, TIP, VTI, XJUN
Q2 2024	138	$292.2M	QMMY, GLD, TIP, VTI, XJUN
Q1 2024	141	$276.3M	QMAR, GLD, XJAN, TIP, VTI