Avantax Advisory Services’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,632
Closed -$381K 2096
2024
Q1
$381K Buy
10,632
+2,437
+30% +$85.6K ﹤0.01% 1171
2023
Q4
$283K Sell
8,195
-500
-6% -$16.6K ﹤0.01% 1271
2023
Q3
$280K Buy
+8,695
New +$284K ﹤0.01% 1236

Other funds holding GJAN

Avantax Advisory Services's GJAN Position: Q2 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2024, closing a stake of 10,632 shares — an estimated $381K sold.

Avantax Advisory Services first reported a position in GJAN in Q3 2023 and held it in 3 quarters. The position peaked at $381K in Q1 2024. 82 funds tracked by Wall St. Rank hold GJAN as of Q2 2024.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 10,632 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2024, an estimated $381K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q3 2023 and held it in 3 quarters.
  • Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF January position peaked at $381K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.