Cypress Wealth Services’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,223
Closed -$270K 248
2023
Q2
$270K Hold
8,223
0.07% 196
2023
Q1
$255K Buy
+8,223
New +$250K 0.07% 198

Other funds holding GJAN

Cypress Wealth Services's GJAN Position: Q3 2023 in Review

Cypress Wealth Services sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2023, closing a stake of 8,223 shares — an estimated $270K sold.

Cypress Wealth Services first reported a position in GJAN in Q1 2023 and held it in 2 quarters. The position peaked at $270K in Q2 2023. 39 funds tracked by Wall St. Rank hold GJAN as of Q3 2023.

  • Cypress Wealth Services reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 8,223 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2023, an estimated $270K.
  • Cypress Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • Cypress Wealth Services's FT Vest US Equity Moderate Buffer ETF January position peaked at $270K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2023.

Based on Cypress Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.