Capital Analysts LLC’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Capital Analysts LLC’s Portfolio GJAN Stock Details GJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Hold	11,642	–	–	0.01%	484
2026 Q1	$488K	Sell	11,642 -206	-2%	-$8.8K	0.01%	456
2025 Q4	$507K	Sell	11,848 -367	-3%	-$15.5K	0.01%	423
2025 Q3	$509K	Hold	12,215	–	–	0.01%	418
2025 Q2	$488K	Buy	12,215 +319	+3%	+$12.2K	0.02%	392
2025 Q1	$448K	Sell	11,896 -319	-3%	-$12.3K	0.02%	389
2024 Q4	$472K	Sell	12,215 -962	-7%	-$36.8K	0.02%	340
2024 Q3	$499K	Hold	13,177	–	–	0.02%	326
2024 Q2	$486K	Hold	13,177	–	–	0.02%	331
2024 Q1	$473K	Buy	+13,177	New	+$463K	0.02%	321

Other funds holding GJAN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Analysts LLC's GJAN Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 11,642 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #484.

Capital Analysts LLC first reported a position in GJAN in Q1 2024 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Capital Analysts LLC held 11,642 shares of FT Vest US Equity Moderate Buffer ETF January worth $524K as of Q2 2026.
Capital Analysts LLC left its FT Vest US Equity Moderate Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #484 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.