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

Kestra Private Wealth Services’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
2026 Q2	$1.56M	Sell	34,623 -600	-2%	-$26.5K	0.02%	684
2026 Q1	$1.48M	Buy	35,223 +10,025	+40%	+$428K	0.02%	659
2025 Q4	$1.08M	Sell	25,198 -700	-3%	-$29.5K	0.01%	783
2025 Q3	$1.08M	Sell	25,898 -1,200	-4%	-$49K	0.01%	744
2025 Q2	$1.08M	Buy	27,098 +50	+0.2%	+$1.91K	0.02%	716
2025 Q1	$1.02M	Hold	27,048	–	–	0.02%	676
2024 Q4	$1.05M	Sell	27,048 -900	-3%	-$34.4K	0.02%	630
2024 Q3	$1.06M	Hold	27,948	–	–	0.02%	599
2024 Q2	$1.03M	Hold	27,948	–	–	0.02%	566
2024 Q1	$1M	Buy	+27,948	New	+$982K	0.02%	556
2023 Q3	–	Sell	-7,240	Closed	-$236K	–	1192
2023 Q2	$236K	Hold	7,240	–	–	0.01%	910
2023 Q1	$224K	Buy	+7,240	New	+$220K	0.01%	878

Other funds holding GJAN

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

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

RFG

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

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

RFG

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

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

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

FIBOI

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kestra Private Wealth Services reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 1.7% in Q2 2026, selling an estimated $26.5K and leaving 34,623 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #684.

Kestra Private Wealth Services first reported a position in GJAN in Q1 2023 and has held it in 12 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Kestra Private Wealth Services held 34,623 shares of FT Vest US Equity Moderate Buffer ETF January worth $1.56M as of Q2 2026.
Kestra Private Wealth Services sold 600 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $26.5K.
FT Vest US Equity Moderate Buffer ETF January made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #684 holding.
Kestra Private Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and has held it in 12 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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