Comprehensive Financial Consultants Institutional’s FT Vest Nasdaq-100 Conservative Buffer ETF - January QCJA Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio QCJA Stock Details QCJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$868K	Buy	37,147 +2,693	+8%	+$61.7K	0.23%	112
2026 Q1	$742K	Buy	34,454 +12,829	+59%	+$282K	0.22%	114
2025 Q4	$477K	Hold	21,625	–	–	0.14%	130
2025 Q3	$464K	Hold	21,625	–	–	0.14%	129
2025 Q2	$446K	Buy	21,625 +786	+4%	+$15.4K	0.15%	132
2025 Q1	$400K	Buy	+20,839	New	+$411K	0.14%	130

Other funds holding QCJA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

KAS

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's QCJA Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) stake by 7.8% in Q2 2026, buying an estimated $61.7K and bringing the position to 37,147 shares worth $868K. The position accounts for 0.23% of the portfolio, ranked #112.

Comprehensive Financial Consultants Institutional first reported a position in QCJA in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold QCJA as of Q2 2026.

Comprehensive Financial Consultants Institutional held 37,147 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $868K as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 2,693 FT Vest Nasdaq-100 Conservative Buffer ETF - January shares in Q2 2026, an estimated $61.7K.
FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.23% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #112 holding.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.