Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$129K Hold
3,348
0.02% 327
2026
Q1
$121K Buy
+3,348
New +$123K 0.02% 321

Other funds holding XJAN

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

Blue Bell Private Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) position steady in Q2 2026 at 3,348 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #327.

Blue Bell Private Wealth Management first reported a position in XJAN in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold XJAN as of Q2 2026.

  • Blue Bell Private Wealth Management held 3,348 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $129K as of Q2 2026.
  • Blue Bell Private Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF January share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & 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.