Cape Investment Advisory’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Cape Investment Advisory’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 Q2	$15.1K	Buy	+274	New	+$14.8K	﹤0.01%	775

Other funds holding FJAN

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Cape Investment Advisory's FJAN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026: 274 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

38 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Cape Investment Advisory held 274 shares of FT Vest US Equity Buffer ETF January worth $15.1K as of Q2 2026.
FT Vest US Equity Buffer ETF January was a new Cape Investment Advisory position in Q2 2026.
FT Vest US Equity Buffer ETF January made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #775 holding.
38 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.