Action Point Financial Planning’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Action Point Financial Planning’s Portfolio GJAN Stock Details GJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$593K	Buy	+13,176	New	+$583K	0.06%	234

Other funds holding GJAN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's GJAN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2026: 13,176 shares worth $593K. The stake represents 0.06% of the portfolio and ranks #234 among its holdings.

121 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Action Point Financial Planning held 13,176 shares of FT Vest US Equity Moderate Buffer ETF January worth $593K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF January was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #234 holding.
121 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.