Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Envestnet Portfolio Solutions’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
-8,251
Closed -$312K – 1754
2024
Q3 		$312K Buy
+8,251
New +$307K ﹤0.01% 1432

Other funds holding GJAN

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

Envestnet Portfolio Solutions's GJAN Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q4 2024, closing a stake of 8,251 shares — an estimated $312K sold.

Envestnet Portfolio Solutions first reported a position in GJAN in Q3 2024 and held it in 1 quarter. The position peaked at $312K in Q3 2024. 87 funds tracked by Wall St. Rank hold GJAN as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,251 FT Vest US Equity Moderate Buffer ETF January shares in Q4 2024, an estimated $312K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q3 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's FT Vest US Equity Moderate Buffer ETF January position peaked at $312K 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 Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.