Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio FJAN Stock Details FJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Hold	4,250	–	–	0.01%	336
2026 Q1	$214K	Buy	4,250 +250	+6%	+$12.9K	0.01%	323
2025 Q4	$207K	Sell	4,000 -250	-6%	-$12.7K	0.01%	323
2025 Q3	$213K	Hold	4,250	–	–	0.01%	312
2025 Q2	$202K	Sell	4,250 -2,000	-32%	-$90K	0.01%	304
2025 Q1	$277K	Buy	+6,250	New	+$286K	0.01%	256

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FJAN Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 4,250 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #336.

Gerber Kawasaki Wealth & Investment Management first reported a position in FJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $277K in Q1 2025. 117 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 4,250 shares of FT Vest US Equity Buffer ETF January worth $234K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF January made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #336 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
Gerber Kawasaki Wealth & Investment Management's FT Vest US Equity Buffer ETF January position peaked at $277K in Q1 2025.
117 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.