Kestra Private Wealth Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Kestra Private Wealth Services’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	$827K	Hold	15,005	–	–	0.01%	1008
2026 Q1	$756K	Sell	15,005 -1,550	-9%	-$80.1K	0.01%	982
2025 Q4	$857K	Hold	16,555	–	–	0.01%	873
2025 Q3	$830K	Hold	16,555	–	–	0.01%	857
2025 Q2	$787K	Sell	16,555 -175	-1%	-$7.88K	0.01%	837
2025 Q1	$742K	Buy	16,730 +3,300	+25%	+$151K	0.01%	793
2024 Q4	$616K	Hold	13,430	–	–	0.01%	834
2024 Q3	$601K	Sell	13,430 -255	-2%	-$11.2K	0.01%	811
2024 Q2	$594K	Hold	13,685	–	–	0.01%	762
2024 Q1	$574K	Buy	13,685 +5,470	+67%	+$224K	0.01%	744
2023 Q4	$327K	Sell	8,215 -810	-9%	-$30.6K	0.01%	905
2023 Q3	$329K	Sell	9,025 -5,090	-36%	-$190K	0.01%	826
2023 Q2	$525K	Sell	14,115 -2,340	-14%	-$83.4K	0.02%	617
2023 Q1	$574K	Buy	+16,455	New	+$561K	0.02%	562

Other funds holding FJAN

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Kestra Private Wealth Services's FJAN Position: Q2 2026 in Review

Kestra Private Wealth Services held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 15,005 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #1008.

Kestra Private Wealth Services first reported a position in FJAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $857K in Q4 2025. 160 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Kestra Private Wealth Services held 15,005 shares of FT Vest US Equity Buffer ETF January worth $827K as of Q2 2026.
Kestra Private Wealth Services left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF January made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1008 holding.
Kestra Private Wealth Services first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
Kestra Private Wealth Services's FT Vest US Equity Buffer ETF January position peaked at $857K in Q4 2025.
160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.