Independent Wealth Network’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Independent Wealth Network’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	$2.51M	Sell	45,593 -1,647	-3%	-$88.9K	0.64%	30
2026 Q1	$2.38M	Sell	47,240 -507	-1%	-$26.2K	0.71%	29
2025 Q4	$2.47M	Sell	47,747 -2,086	-4%	-$106K	0.75%	27
2025 Q3	$2.5M	Sell	49,833 -94	-0.2%	-$4.59K	0.8%	27
2025 Q2	$2.37M	Sell	49,927 -735	-1%	-$33.1K	0.86%	27
2025 Q1	$2.25M	Buy	50,662 +1,309	+3%	+$59.9K	0.9%	26
2024 Q4	$2.27M	Sell	49,353 -189	-0.4%	-$8.57K	0.92%	28
2024 Q3	$2.22M	Buy	49,542 +161	+0.3%	+$7.06K	0.98%	25
2024 Q2	$2.14M	Sell	49,381 -9	-0%	-$380	1%	23
2024 Q1	$2.07M	Buy	+49,390	New	+$2.02M	0.97%	23

Other funds holding FJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Wealth Network's FJAN Position: Q2 2026 in Review

Independent Wealth Network reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 3.5% in Q2 2026, selling an estimated $88.9K and leaving 45,593 shares worth $2.51M. The position accounts for 0.64% of the portfolio, ranked #30.

Independent Wealth Network first reported a position in FJAN in Q1 2024 and has held it in 10 quarters since. 38 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Independent Wealth Network held 45,593 shares of FT Vest US Equity Buffer ETF January worth $2.51M as of Q2 2026.
Independent Wealth Network sold 1,647 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $88.9K.
FT Vest US Equity Buffer ETF January made up 0.64% of Independent Wealth Network's portfolio in Q2 2026, its #30 holding.
Independent Wealth Network first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
38 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.