AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

AE Wealth Management’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 Q1	$350K	Buy	8,350 +413	+5%	+$17.6K	﹤0.01%	1298
2025 Q4	$340K	Sell	7,937 -140	-2%	-$5.89K	﹤0.01%	1247
2025 Q3	$337K	Sell	8,077 -121	-1%	-$4.94K	﹤0.01%	1138
2025 Q2	$328K	Sell	8,198 -754	-8%	-$28.8K	﹤0.01%	1083
2025 Q1	$337K	Sell	8,952 -38,978	-81%	-$1.5M	﹤0.01%	1041
2024 Q4	$1.85M	Sell	47,930 -7,344	-13%	-$281K	0.02%	549
2024 Q3	$2.09M	Sell	55,274 -2,954	-5%	-$110K	0.02%	519
2024 Q2	$2.15M	Sell	58,228 -9,574	-14%	-$346K	0.02%	505
2024 Q1	$2.43M	Sell	67,802 -156,868	-70%	-$5.51M	0.03%	454
2023 Q4	$7.82M	Sell	224,670 -1,703	-0.8%	-$56.5K	0.04%	461
2023 Q3	$7.3M	Sell	226,373 -16,107	-7%	-$527K	0.04%	448
2023 Q2	$7.89M	Sell	242,480 -839	-0.3%	-$26.4K	0.05%	422
2023 Q1	$7.54M	Buy	+243,319	New	+$7.41M	0.05%	410

Other funds holding GJAN

CFS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

RFG

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's GJAN Position: Q1 2026 in Review

AE Wealth Management increased its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 5.2% in Q1 2026, buying an estimated $17.6K and bringing the position to 8,350 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

AE Wealth Management first reported a position in GJAN in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.89M in Q2 2023. 116 funds tracked by Wall St. Rank hold GJAN as of Q1 2026.

AE Wealth Management held 8,350 shares of FT Vest US Equity Moderate Buffer ETF January worth $350K as of Q1 2026.
AE Wealth Management bought 413 FT Vest US Equity Moderate Buffer ETF January shares in Q1 2026, an estimated $17.6K.
FT Vest US Equity Moderate Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1298 holding.
AE Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and has held it in 13 quarters since.
AE Wealth Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $7.89M in Q2 2023.
116 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.