CWM
FJAN icon

Curi Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Curi Wealth Management’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
2022
Q1 		– Sell
-193
Closed -$6K – 561
2021
Q4 		$6K Buy
+193
New +$6.51K ﹤0.01% 359

Other funds holding FJAN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Curi Wealth Management's FJAN Position: Q1 2022 in Review

Curi Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2022, closing a stake of 193 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in FJAN in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 52 funds tracked by Wall St. Rank hold FJAN as of Q1 2022.

  • Curi Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2022 after selling out during the quarter.
  • Curi Wealth Management sold 193 FT Vest US Equity Buffer ETF January shares in Q1 2022, an estimated $6K.
  • Curi Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q4 2021 and held it in 1 quarter.
  • Curi Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $6K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.