Blue Bell Private Wealth Management’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
2026
Q2
$206K Sell
4,580
-20
-0.4% -$885 0.03% 278
2026
Q1
$193K Buy
+4,600
New +$197K 0.03% 273

Other funds holding GJAN

Blue Bell Private Wealth Management's GJAN Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 0.43% in Q2 2026, selling an estimated $885 and leaving 4,580 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #278.

Blue Bell Private Wealth Management first reported a position in GJAN in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

  • Blue Bell Private Wealth Management held 4,580 shares of FT Vest US Equity Moderate Buffer ETF January worth $206K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 20 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $885.
  • FT Vest US Equity Moderate Buffer ETF January made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.