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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Wealth Group's FJAN Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 8.3% in Q1 2026, selling an estimated $19.9K and leaving 4,226 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #406.

Cornerstone Wealth Group first reported a position in FJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

  • Cornerstone Wealth Group held 4,226 shares of FT Vest US Equity Buffer ETF January worth $224K as of Q1 2026.
  • Cornerstone Wealth Group sold 384 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $19.9K.
  • FT Vest US Equity Buffer ETF January made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #406 holding.
  • Cornerstone Wealth Group first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's FT Vest US Equity Buffer ETF January position peaked at $239K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.