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

Blue Bell Private Wealth Management’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
2026
Q1 		$121K Buy
+3,348
New +$123K 0.02% 321

Other funds holding XJAN

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Bell Private Wealth Management's XJAN Position: Q1 2026 in Review

Blue Bell Private Wealth Management opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q1 2026: 3,348 shares worth $121K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings.

31 funds tracked by Wall St. Rank hold XJAN as of Q1 2026.

  • Blue Bell Private Wealth Management held 3,348 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $121K as of Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January was a new Blue Bell Private Wealth Management position in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #321 holding.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.