Cornerstone Wealth Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Cornerstone Wealth 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
2026 Q2	$233K	Hold	4,226	–	–	0.01%	439
2026 Q1	$224K	Sell	4,226 -384	-8%	-$19.9K	0.01%	406
2025 Q4	$239K	Hold	4,610	–	–	0.02%	338
2025 Q3	$231K	Hold	4,610	–	–	0.02%	305
2025 Q2	$219K	Hold	4,610	–	–	0.02%	300
2025 Q1	$204K	Buy	+4,610	New	+$211K	0.02%	276

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cornerstone Wealth Group's FJAN Position: Q2 2026 in Review

Cornerstone Wealth Group held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 4,226 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #439.

Cornerstone Wealth Group first reported a position in FJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $239K in Q4 2025. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Cornerstone Wealth Group held 4,226 shares of FT Vest US Equity Buffer ETF January worth $233K as of Q2 2026.
Cornerstone Wealth Group left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF January made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #439 holding.
Cornerstone Wealth Group first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
Cornerstone Wealth Group's FT Vest US Equity Buffer ETF January position peaked at $239K in Q4 2025.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.