HP
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Holistic Planning’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Holistic Planning’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
Q1 		$287K Buy
6,850
+1,959
+40% +$83.7K 0.06% 242
2025
Q4 		$209K Hold
4,891
– – 0.04% 266
2025
Q3 		$204K Sell
4,891
-490
-9% -$20K 0.05% 227
2025
Q2 		$215K Hold
5,381
– – 0.06% 207
2025
Q1 		$203K Buy
+5,381
New +$208K 0.07% 187

Other funds holding GJAN

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return