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

Avantax Advisory Services’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,515
Closed -$683K – 2145
2024
Q1 		$683K Buy
+21,515
New +$674K 0.01% 908

Other funds holding XJAN

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Avantax Advisory Services sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q2 2024, closing a stake of 21,515 shares — an estimated $683K sold.

Avantax Advisory Services first reported a position in XJAN in Q1 2024 and held it in 1 quarter. The position peaked at $683K in Q1 2024. 34 funds tracked by Wall St. Rank hold XJAN as of Q2 2024.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 21,515 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q2 2024, an estimated $683K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • Avantax Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $683K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q2 2024.

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