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Cascade Investment Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Cascade Investment Group’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
2025
Q3 		– Sell
-4,666
Closed -$222K – 148
2025
Q2 		$222K Sell
4,666
-1,477
-24% -$66.5K 0.15% 128
2025
Q1 		$272K Sell
6,143
-450
-7% -$20.6K 0.21% 107
2024
Q4 		$303K Sell
6,593
-80
-1% -$3.63K 0.22% 108
2024
Q3 		$298K Sell
6,673
-147
-2% -$6.45K 0.22% 101
2024
Q2 		$296K Buy
6,820
+250
+4% +$10.6K 0.23% 96
2024
Q1 		$276K Buy
+6,570
New +$269K 0.21% 115

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cascade Investment Group's FJAN Position: Q3 2025 in Review

Cascade Investment Group sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2025, closing a stake of 4,666 shares — an estimated $222K sold.

Cascade Investment Group first reported a position in FJAN in Q1 2024 and held it in 6 quarters. The position peaked at $303K in Q4 2024. 141 funds tracked by Wall St. Rank hold FJAN as of Q3 2025.

  • Cascade Investment Group reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Cascade Investment Group sold 4,666 FT Vest US Equity Buffer ETF January shares in Q3 2025, an estimated $222K.
  • Cascade Investment Group first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and held it in 6 quarters.
  • Cascade Investment Group's FT Vest US Equity Buffer ETF January position peaked at $303K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2025.

Based on Cascade Investment Group's 13F filing for Q3 2025, filed 29 Oct 2025.