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 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 $44.6B AUM 28.94% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cypress Wealth Services's QCJA Position: Q2 2026 in Review

Cypress Wealth Services held its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) position steady in Q2 2026 at 12,444 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #350.

Cypress Wealth Services first reported a position in QCJA in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold QCJA as of Q2 2026.

Cypress Wealth Services held 12,444 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $291K as of Q2 2026.
Cypress Wealth Services left its FT Vest Nasdaq-100 Conservative Buffer ETF - January share count unchanged in Q2 2026.
FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #350 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 5 quarters since.
17 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.