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 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

Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Range Financial Group Tigard, Oregon $298M AUM 44.97% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return