Cypress Wealth Services’s FT Vest Nasdaq-100 Conservative Buffer ETF - January QCJA Stock Holding History

Cypress Wealth Services’s Portfolio QCJA Stock Details QCJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$300K	Hold	12,444	–	–	0.04%	337
2026 Q2	$291K	Hold	12,444	–	–	0.04%	350
2026 Q1	$268K	Hold	12,444	–	–	0.04%	327
2025 Q4	$274K	Hold	12,444	–	–	0.04%	320
2025 Q3	$267K	Hold	12,444	–	–	0.04%	276
2025 Q2	$257K	Buy	+12,444	New	+$244K	0.05%	262

Other funds holding QCJA

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Cypress Wealth Services's QCJA Position: Q3 2026 in Review

Cypress Wealth Services held its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) position steady in Q3 2026 at 12,444 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #337.

Cypress Wealth Services first reported a position in QCJA in Q2 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold QCJA as of Q3 2026.

Cypress Wealth Services held 12,444 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $300K as of Q3 2026.
Cypress Wealth Services left its FT Vest Nasdaq-100 Conservative Buffer ETF - January share count unchanged in Q3 2026.
FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #337 holding.
Cypress Wealth Services first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q2 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.