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GJAN icon

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

Gries Financial’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
2025
Q3 		$1.34M Sell
32,134
-75,876
-70% -$3.1M 0.21% 110
2025
Q2 		$4.32M Sell
108,010
-8,078
-7% -$308K 0.79% 20
2025
Q1 		$4.37M Sell
116,088
-5,770
-5% -$223K 0.85% 19
2024
Q4 		$4.71M Sell
121,858
-38,176
-24% -$1.46M 0.84% 21
2024
Q3 		$6.06M Buy
160,034
+13,947
+10% +$519K 1.13% 14
2024
Q2 		$5.39M Buy
146,087
+25,415
+21% +$917K 1.11% 13
2024
Q1 		$4.33M Buy
+120,672
New +$4.24M 0.72% 26

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RFG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
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Janney Montgomery Scott
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return