Concurrent Investment Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Concurrent Investment Advisors’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	$2.23M	Buy	49,507 +130	+0.3%	+$5.75K	0.02%	688
2026 Q1	$2.07M	Buy	49,377 +44,057	+828%	+$1.88M	0.02%	605
2025 Q4	$228K	Hold	5,320	–	–	﹤0.01%	1569
2025 Q3	$222K	Sell	5,320 -23	-0.4%	-$939	﹤0.01%	1296
2025 Q2	$214K	Hold	5,343	–	–	﹤0.01%	1236
2025 Q1	$201K	Buy	+5,343	New	+$206K	﹤0.01%	1126

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 22.9% 1-Year Est. Return

Concurrent Investment Advisors's GJAN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 0.26% in Q2 2026, buying an estimated $5.75K and bringing the position to 49,507 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #688.

Concurrent Investment Advisors first reported a position in GJAN in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Concurrent Investment Advisors held 49,507 shares of FT Vest US Equity Moderate Buffer ETF January worth $2.23M as of Q2 2026.
Concurrent Investment Advisors bought 130 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $5.75K.
FT Vest US Equity Moderate Buffer ETF January made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #688 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
123 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.