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Impact Partnership Wealth’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-86
Closed -$3.61K – 374
2024
Q1 		$3.61K Sell
86
-3,233
-97% -$132K ﹤0.01% 528
2023
Q4 		$132K Sell
3,319
-12,862
-79% -$485K 0.05% 216
2023
Q3 		$591K Buy
+16,181
New +$604K 0.18% 57

Other funds holding FJAN

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Impact Partnership Wealth's FJAN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2024, closing a stake of 86 shares — an estimated $3.61K sold.

Impact Partnership Wealth first reported a position in FJAN in Q3 2023 and held it in 3 quarters. The position peaked at $591K in Q3 2023. 123 funds tracked by Wall St. Rank hold FJAN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 86 FT Vest US Equity Buffer ETF January shares in Q2 2024, an estimated $3.61K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Buffer ETF January in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's FT Vest US Equity Buffer ETF January position peaked at $591K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.