Great Valley Advisor Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Great Valley Advisor 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	$961K	Buy	17,454 +1,888	+12%	+$102K	0.02%	558
2026 Q1	$785K	Buy	15,566 +1,686	+12%	+$87.2K	0.01%	555
2025 Q4	$718K	Sell	13,880 -729	-5%	-$37K	0.01%	545
2025 Q3	$733K	Sell	14,609 -172	-1%	-$8.4K	0.01%	539
2025 Q2	$703K	Buy	14,781 +3,376	+30%	+$152K	0.02%	521
2025 Q1	$506K	Buy	+11,405	New	+$522K	0.01%	590

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

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

Great Valley Advisor Group's FJAN Position: Q2 2026 in Review

Great Valley Advisor Group increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 17,454 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #558.

Great Valley Advisor Group first reported a position in FJAN in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Great Valley Advisor Group held 17,454 shares of FT Vest US Equity Buffer ETF January worth $961K as of Q2 2026.
Great Valley Advisor Group bought 1,888 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $102K.
FT Vest US Equity Buffer ETF January made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #558 holding.
Great Valley Advisor Group first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.