Cedar Brook Financial Partners’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-15,600	Closed	-$560K	–	174
2024 Q1	$560K	Buy	15,600 +7,355	+89%	+$258K	0.11%	192
2023 Q4	$285K	Hold	8,245	–	–	0.06%	304
2023 Q3	$266K	Hold	8,245	–	–	0.07%	281
2023 Q2	$268K	Buy	+8,245	New	+$259K	0.06%	305

Other funds holding GJAN

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

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

Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFS

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

Cedar Brook Financial Partners's GJAN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2024, closing a stake of 15,600 shares — an estimated $560K sold.

Cedar Brook Financial Partners first reported a position in GJAN in Q2 2023 and held it in 4 quarters. The position peaked at $560K in Q1 2024. 82 funds tracked by Wall St. Rank hold GJAN as of Q2 2024.

Cedar Brook Financial Partners reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 15,600 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2024, an estimated $560K.
Cedar Brook Financial Partners first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q2 2023 and held it in 4 quarters.
Cedar Brook Financial Partners's FT Vest US Equity Moderate Buffer ETF January position peaked at $560K in Q1 2024.
82 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.