BAM Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

BAM Wealth Management’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 Q3	$4.54M	Buy	80,326 +494	+0.6%	+$27.7K	2.46%	10
2026 Q2	$4.4M	Sell	79,832 -11,025	-12%	-$595K	2.75%	6
2026 Q1	$4.58M	Buy	+90,857	New	+$4.7M	3.43%	3
2025 Q4	–	Sell	-89,308	Closed	-$4.48M	–	166
2025 Q3	$4.48M	Buy	+89,308	New	+$4.36M	3.47%	7

Other funds holding FJAN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

BAM Wealth Management's FJAN Position: Q3 2026 in Review

BAM Wealth Management increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 0.62% in Q3 2026, buying an estimated $27.7K and bringing the position to 80,326 shares worth $4.54M. The position accounts for 2.46% of the portfolio, ranked #10.

BAM Wealth Management first reported a position in FJAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.58M in Q1 2026. 84 funds tracked by Wall St. Rank hold FJAN as of Q3 2026.

BAM Wealth Management held 80,326 shares of FT Vest US Equity Buffer ETF January worth $4.54M as of Q3 2026.
BAM Wealth Management bought 494 FT Vest US Equity Buffer ETF January shares in Q3 2026, an estimated $27.7K.
FT Vest US Equity Buffer ETF January made up 2.46% of BAM Wealth Management's portfolio in Q3 2026, its #10 holding.
BAM Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
BAM Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $4.58M in Q1 2026.
84 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.