FWP
QCJA

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

Falcon Wealth Planning’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 		$1.07M Hold
45,845
– – 0.07% 90
2026
Q1 		$988K Buy
+45,845
New +$1.01M 0.07% 87

Other funds holding QCJA

FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Falcon Wealth Planning's QCJA Position: Q2 2026 in Review

Falcon Wealth Planning held its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) position steady in Q2 2026 at 45,845 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #90.

Falcon Wealth Planning first reported a position in QCJA in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold QCJA as of Q2 2026.

  • Falcon Wealth Planning held 45,845 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $1.07M as of Q2 2026.
  • Falcon Wealth Planning 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 0.07% of Falcon Wealth Planning's portfolio in Q2 2026, its #90 holding.
  • Falcon Wealth Planning first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.