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

Grantvest Financial Group’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	$363K	Sell	8,057 -465	-5%	-$20.6K	0.21%	118
2026 Q1	$357K	Sell	8,522 -216	-2%	-$9.23K	0.23%	107
2025 Q4	$374K	Sell	8,738 -1,355	-13%	-$57.1K	0.24%	94
2025 Q3	$421K	Sell	10,093 -1,201	-11%	-$49K	0.29%	81
2025 Q2	$451K	Hold	11,294	–	–	0.34%	72
2025 Q1	$425K	Buy	11,294 +5,695	+102%	+$220K	0.35%	70
2024 Q4	$216K	Buy	+5,599	New	+$214K	0.24%	113

Other funds holding GJAN

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

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

Grantvest Financial Group reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 5.5% in Q2 2026, selling an estimated $20.6K and leaving 8,057 shares worth $363K. The position accounts for 0.21% of the portfolio, ranked #118.

Grantvest Financial Group first reported a position in GJAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q2 2025. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Grantvest Financial Group held 8,057 shares of FT Vest US Equity Moderate Buffer ETF January worth $363K as of Q2 2026.
Grantvest Financial Group sold 465 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $20.6K.
FT Vest US Equity Moderate Buffer ETF January made up 0.21% of Grantvest Financial Group's portfolio in Q2 2026, its #118 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's FT Vest US Equity Moderate Buffer ETF January position peaked at $451K in Q2 2025.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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