Global Retirement Partners’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Global Retirement Partners’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	$90.9K	Buy	+1,650	New	+$89K	﹤0.01%	2128
2025 Q4	$85.4K	Sell	1,650 -1,507	-48%	-$76.5K	﹤0.01%	2005
2025 Q3	$158K	Buy	3,157 +1,507	+91%	+$73.6K	﹤0.01%	1295
2025 Q2	$78.5K	Buy	+1,650	New	+$74.2K	﹤0.01%	1539
2024 Q4	$75.7K	Buy	+1,650	New	+$74.8K	﹤0.01%	1411
2024 Q3	–	Sell	-1,425	Closed	-$61.9K	–	3557
2024 Q2	$61.9K	Sell	1,425 -405	-22%	-$17.1K	﹤0.01%	1423
2024 Q1	$76.8K	Buy	+1,830	New	+$74.8K	﹤0.01%	1196

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Global Retirement Partners's FJAN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026: 1,650 shares worth $90.9K. The stake represents ﹤0.01% of the portfolio and ranks #2128 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FJAN as recently as Q4 2025.

Global Retirement Partners first reported a position in FJAN in Q1 2024 and has held it in 7 quarters since. The position peaked at $158K in Q3 2025. 160 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Global Retirement Partners held 1,650 shares of FT Vest US Equity Buffer ETF January worth $90.9K as of Q2 2026.
FT Vest US Equity Buffer ETF January was a new Global Retirement Partners position in Q2 2026.
FT Vest US Equity Buffer ETF January made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2128 holding.
Global Retirement Partners first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and has held it in 7 quarters since.
Global Retirement Partners's FT Vest US Equity Buffer ETF January position peaked at $158K in Q3 2025.
160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.