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

Global Retirement Partners’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
2026 Q2	$304K	Buy	+6,750	New	+$299K	﹤0.01%	1318
2025 Q4	$289K	Hold	6,750	–	–	0.01%	1260
2025 Q3	$281K	Hold	6,750	–	–	0.01%	1003
2025 Q2	$270K	Buy	+6,750	New	+$258K	0.01%	950
2024 Q4	$261K	Buy	+6,750	New	+$258K	0.01%	849

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RFG

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

Global Retirement Partners opened a new position in FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2026: 6,750 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GJAN as recently as Q4 2025.

Global Retirement Partners first reported a position in GJAN in Q4 2024 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Global Retirement Partners held 6,750 shares of FT Vest US Equity Moderate Buffer ETF January worth $304K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF January was a new Global Retirement Partners position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1318 holding.
Global Retirement Partners first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2024 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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