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Dogwood Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Dogwood Wealth Management’s Portfolio GJAN Stock Details GJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,191
Closed -$196K – 287
2024
Q3 		$196K Hold
5,191
– – 0.11% 88
2024
Q2 		$192K Hold
5,191
– – 0.12% 87
2024
Q1 		$186K Buy
+5,191
New +$182K 0.13% 79

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CFS
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GF
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SW
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Dogwood Wealth Management's GJAN Position: Q4 2024 in Review

Dogwood Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q4 2024, closing a stake of 5,191 shares — an estimated $196K sold.

Dogwood Wealth Management first reported a position in GJAN in Q1 2024 and held it in 3 quarters. The position peaked at $196K in Q3 2024. 87 funds tracked by Wall St. Rank hold GJAN as of Q4 2024.

  • Dogwood Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 5,191 FT Vest US Equity Moderate Buffer ETF January shares in Q4 2024, an estimated $196K.
  • Dogwood Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $196K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q4 2024.

Based on Dogwood Wealth Management's 13F filing for Q4 2024, filed 4 Mar 2025.