Harbour Investments’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Harbour Investments’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	$1.87M	Sell	33,890 -2,405	-7%	-$130K	0.03%	569
2026 Q1	$1.83M	Buy	36,295 +16,751	+86%	+$866K	0.03%	525
2025 Q4	$1.01M	Sell	19,544 -4,416	-18%	-$224K	0.02%	605
2025 Q3	$1.2M	Buy	23,960 +1,834	+8%	+$89.6K	0.03%	499
2025 Q2	$1.05M	Buy	22,126 +1,891	+9%	+$85.1K	0.03%	512
2025 Q1	$897K	Buy	20,235 +3,337	+20%	+$153K	0.03%	510
2024 Q4	$776K	Sell	16,898 -2,024	-11%	-$91.7K	0.02%	552
2024 Q3	$846K	Sell	18,922 -12,279	-39%	-$538K	0.03%	503
2024 Q2	$1.35M	Sell	31,201 -24,582	-44%	-$1.04M	0.05%	344
2024 Q1	$2.34M	Buy	55,783 +25,711	+85%	+$1.05M	0.08%	218
2023 Q4	$1.2M	Sell	30,072 -928	-3%	-$35K	0.05%	319
2023 Q3	$1.13M	Sell	31,000 -1,513	-5%	-$56.4K	0.06%	302
2023 Q2	$1.21M	Sell	32,513 -12,491	-28%	-$445K	0.06%	293
2023 Q1	$1.57M	Buy	45,004 +30,408	+208%	+$1.04M	0.09%	233
2022 Q4	$478K	Hold	14,596	–	–	0.03%	463
2022 Q3	$456K	Hold	14,596	–	–	0.03%	436
2022 Q2	$456K	Buy	+14,596	New	+$479K	0.03%	436
2021 Q4	$319K	Hold	9,354	–	–	0.02%	552
2021 Q3	$309K	Sell	9,354 -2,010	-18%	-$66.6K	0.01%	828
2021 Q2	$373K	Sell	11,364 -42,240	-79%	-$1.36M	0.01%	790
2021 Q1	$1.68M	Buy	+53,604	New	+$1.64M	0.06%	286

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

Harbour Investments's FJAN Position: Q2 2026 in Review

Harbour Investments reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 6.6% in Q2 2026, selling an estimated $130K and leaving 33,890 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #569.

Harbour Investments first reported a position in FJAN in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.34M in Q1 2024. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Harbour Investments held 33,890 shares of FT Vest US Equity Buffer ETF January worth $1.87M as of Q2 2026.
Harbour Investments sold 2,405 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $130K.
FT Vest US Equity Buffer ETF January made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #569 holding.
Harbour Investments first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's FT Vest US Equity Buffer ETF January position peaked at $2.34M in Q1 2024.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.