Integrated Wealth Concepts’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Integrated Wealth Concepts’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
2025 Q4	–	Sell	-12,764	Closed	-$532K	–	1794
2025 Q3	$532K	Hold	12,764	–	–	﹤0.01%	1302
2025 Q2	$510K	Hold	12,764	–	–	0.01%	1260
2025 Q1	$481K	Buy	+12,764	New	+$493K	0.01%	1162

Other funds holding GJAN

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Integrated Wealth Concepts's GJAN Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q4 2025, closing a stake of 12,764 shares — an estimated $532K sold.

Integrated Wealth Concepts first reported a position in GJAN in Q1 2025 and held it in 3 quarters. The position peaked at $532K in Q3 2025. 110 funds tracked by Wall St. Rank hold GJAN as of Q4 2025.

Integrated Wealth Concepts reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q4 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 12,764 FT Vest US Equity Moderate Buffer ETF January shares in Q4 2025, an estimated $532K.
Integrated Wealth Concepts first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and held it in 3 quarters.
Integrated Wealth Concepts's FT Vest US Equity Moderate Buffer ETF January position peaked at $532K in Q3 2025.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.