Avidian Wealth Enterprises’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Avidian Wealth Enterprises’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	$341K	Hold	7,564	–	–	0.01%	565
2026 Q1	$317K	Buy	7,564 +1,166	+18%	+$49.8K	0.01%	538
2025 Q4	$274K	Hold	6,398	–	–	0.01%	491
2025 Q3	$267K	Hold	6,398	–	–	0.01%	492
2025 Q2	$256K	Hold	6,398	–	–	0.01%	467
2025 Q1	$241K	Hold	6,398	–	–	0.01%	465
2024 Q4	$247K	Hold	6,398	–	–	0.01%	439
2024 Q3	$242K	Hold	6,398	–	–	0.01%	442
2024 Q2	$236K	Hold	6,398	–	–	0.01%	446
2024 Q1	$230K	Buy	6,398 +578	+10%	+$20.3K	0.01%	396
2023 Q4	$201K	Buy	+5,820	New	+$193K	0.01%	403

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

Avidian Wealth Enterprises's GJAN Position: Q2 2026 in Review

Avidian Wealth Enterprises held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 7,564 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #565.

Avidian Wealth Enterprises first reported a position in GJAN in Q4 2023 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Avidian Wealth Enterprises held 7,564 shares of FT Vest US Equity Moderate Buffer ETF January worth $341K as of Q2 2026.
Avidian Wealth Enterprises left its FT Vest US Equity Moderate Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #565 holding.
Avidian Wealth Enterprises first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2023 and has held it in 11 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.