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

Independent Financial Group’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
2023
Q4 		– Sell
-6,420
Closed -$207K – 977
2023
Q3 		$207K Buy
6,420
+205
+3% +$6.7K 0.01% 817
2023
Q2 		$202K Buy
+6,215
New +$196K 0.01% 812

Other funds holding GJAN

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Independent Financial Group's GJAN Position: Q4 2023 in Review

Independent Financial Group sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q4 2023, closing a stake of 6,420 shares — an estimated $207K sold.

Independent Financial Group first reported a position in GJAN in Q2 2023 and held it in 2 quarters. The position peaked at $207K in Q3 2023. 48 funds tracked by Wall St. Rank hold GJAN as of Q4 2023.

  • Independent Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 6,420 FT Vest US Equity Moderate Buffer ETF January shares in Q4 2023, an estimated $207K.
  • Independent Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q2 2023 and held it in 2 quarters.
  • Independent Financial Group's FT Vest US Equity Moderate Buffer ETF January position peaked at $207K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.