Cary Street Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-14,931	Closed	-$495K	–	788
2024 Q3	$495K	Sell	14,931 -844	-5%	-$27.6K	0.02%	499
2024 Q2	$513K	Sell	15,775 -184	-1%	-$5.88K	0.02%	464
2024 Q1	$507K	Buy	+15,959	New	+$500K	0.02%	456

Other funds holding XJAN

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's XJAN Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q4 2024, closing a stake of 14,931 shares — an estimated $495K sold.

Cary Street Partners Investment Advisory first reported a position in XJAN in Q1 2024 and held it in 3 quarters. The position peaked at $513K in Q2 2024. 29 funds tracked by Wall St. Rank hold XJAN as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 14,931 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q4 2024, an estimated $495K.
Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and held it in 3 quarters.
Cary Street Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $513K in Q2 2024.
29 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.