AssuredPartners Investment Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

AssuredPartners Investment Advisors’s Portfolio FJAN Stock Details FJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$450K	Hold	8,833	–	–	0.05%	271
2025 Q4	$457K	Hold	8,833	–	–	0.07%	224
2025 Q3	$443K	Hold	8,833	–	–	0.1%	148
2025 Q2	$420K	Sell	8,833 -845	-9%	-$38K	0.1%	151
2025 Q1	$429K	Sell	9,678 -59	-0.6%	-$2.7K	0.08%	214
2024 Q4	$447K	Buy	+9,737	New	+$441K	0.09%	209

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

AssuredPartners Investment Advisors's FJAN Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q1 2026 at 8,833 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #271.

AssuredPartners Investment Advisors first reported a position in FJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $457K in Q4 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

AssuredPartners Investment Advisors held 8,833 shares of FT Vest US Equity Buffer ETF January worth $450K as of Q1 2026.
AssuredPartners Investment Advisors left its FT Vest US Equity Buffer ETF January share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF January made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #271 holding.
AssuredPartners Investment Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's FT Vest US Equity Buffer ETF January position peaked at $457K in Q4 2025.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.