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 Q2	$308K	Sell	6,836 -14	-0.2%	-$619	0.05%	273
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

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

Holistic Planning's GJAN Position: Q2 2026 in Review

Holistic Planning reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 0.2% in Q2 2026, selling an estimated $619 and leaving 6,836 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #273.

Holistic Planning first reported a position in GJAN in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Holistic Planning held 6,836 shares of FT Vest US Equity Moderate Buffer ETF January worth $308K as of Q2 2026.
Holistic Planning sold 14 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $619.
FT Vest US Equity Moderate Buffer ETF January made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #273 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.