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International Assets Investment Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

International Assets Investment Management’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
2024
Q3 		– Sell
-2,857
Closed -$105K – 2078
2024
Q2 		$105K Buy
+2,857
New +$103K 0.01% 930

Other funds holding GJAN

RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 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 $424B AUM 22.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

International Assets Investment Management's GJAN Position: Q3 2024 in Review

International Assets Investment Management sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2024, closing a stake of 2,857 shares — an estimated $105K sold.

International Assets Investment Management first reported a position in GJAN in Q2 2024 and held it in 1 quarter. The position peaked at $105K in Q2 2024. 85 funds tracked by Wall St. Rank hold GJAN as of Q3 2024.

  • International Assets Investment Management reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 2,857 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2024, an estimated $105K.
  • International Assets Investment Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $105K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.