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

EPG 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
2025
Q2 		– Sell
-800
Closed -$30.1K – 365
2025
Q1 		$30.1K Hold
800
– – 0.01% 323
2024
Q4 		$30.9K Hold
800
– – 0.01% 327
2024
Q3 		$30.3K Buy
+800
New +$29.8K 0.01% 331
2024
Q2 		– Sell
-800
Closed -$28.9K – 349
2024
Q1 		$28.7K Hold
800
– – 0.01% 348
2023
Q4 		$28K Buy
+800
New +$26.5K 0.01% 331

Other funds holding GJAN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

EPG Wealth Management's GJAN Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2025, closing a stake of 800 shares — an estimated $30.1K sold.

EPG Wealth Management first reported a position in GJAN in Q4 2023 and held it in 5 quarters. The position peaked at $30.9K in Q4 2024. 106 funds tracked by Wall St. Rank hold GJAN as of Q2 2025.

  • EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 800 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2025, an estimated $30.1K.
  • EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2023 and held it in 5 quarters.
  • EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $30.9K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.