Grantvest Financial Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Grantvest Financial Group’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	$523K	Sell	9,499 -439	-4%	-$23.7K	0.3%	80
2026 Q1	$501K	Buy	9,938 +147	+2%	+$7.6K	0.32%	76
2025 Q4	$507K	Sell	9,791 -145	-1%	-$7.36K	0.32%	77
2025 Q3	$498K	Sell	9,936 -1,139	-10%	-$55.6K	0.34%	73
2025 Q2	$527K	Hold	11,075	–	–	0.39%	62
2025 Q1	$491K	Buy	+11,075	New	+$507K	0.4%	57

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

Grantvest Financial Group's FJAN Position: Q2 2026 in Review

Grantvest Financial Group reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 4.4% in Q2 2026, selling an estimated $23.7K and leaving 9,499 shares worth $523K. The position accounts for 0.3% of the portfolio, ranked #80.

Grantvest Financial Group first reported a position in FJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $527K in Q2 2025. 160 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Grantvest Financial Group held 9,499 shares of FT Vest US Equity Buffer ETF January worth $523K as of Q2 2026.
Grantvest Financial Group sold 439 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $23.7K.
FT Vest US Equity Buffer ETF January made up 0.3% of Grantvest Financial Group's portfolio in Q2 2026, its #80 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
Grantvest Financial Group's FT Vest US Equity Buffer ETF January position peaked at $527K in Q2 2025.
160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.