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

Keystone 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	$2.92M	Sell	53,052 -1,220	-2%	-$65.8K	0.54%	44
2026 Q1	$2.74M	Buy	+54,272	New	+$2.81M	0.59%	38
2025 Q4	–	Sell	-55,994	Closed	-$2.81M	–	260
2025 Q3	$2.81M	Sell	55,994 -3,600	-6%	-$176K	0.61%	42
2025 Q2	$2.83M	Buy	59,594 +5,072	+9%	+$228K	0.68%	31
2025 Q1	$2.42M	Buy	54,522 +4,676	+9%	+$214K	0.65%	33
2024 Q4	$2.29M	Sell	49,846 -250	-0.5%	-$11.3K	0.61%	39
2024 Q3	$2.24M	Hold	50,096	–	–	0.62%	36
2024 Q2	$2.17M	Hold	50,096	–	–	0.68%	35
2024 Q1	$2.1M	Buy	50,096 +9,649	+24%	+$395K	0.68%	36
2023 Q4	$1.61M	Hold	40,447	–	–	0.55%	45
2023 Q3	$1.48M	Sell	40,447 -1,636	-4%	-$61K	0.56%	40
2023 Q2	$1.57M	Hold	42,083	–	–	0.58%	40
2023 Q1	$1.47M	Buy	42,083 +28,976	+221%	+$988K	0.6%	37
2022 Q4	$429K	Hold	13,107	–	–	0.19%	114
2022 Q3	$400K	Sell	13,107 -4,800	-27%	-$156K	0.19%	101
2022 Q2	$560K	Hold	17,907	–	–	0.25%	84
2022 Q1	$625K	Buy	+17,907	New	+$613K	0.25%	85

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Keystone Wealth Services's FJAN Position: Q2 2026 in Review

Keystone Wealth Services reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 2.2% in Q2 2026, selling an estimated $65.8K and leaving 53,052 shares worth $2.92M. The position accounts for 0.54% of the portfolio, ranked #44.

Keystone Wealth Services first reported a position in FJAN in Q1 2022 and has held it in 17 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Keystone Wealth Services held 53,052 shares of FT Vest US Equity Buffer ETF January worth $2.92M as of Q2 2026.
Keystone Wealth Services sold 1,220 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $65.8K.
FT Vest US Equity Buffer ETF January made up 0.54% of Keystone Wealth Services's portfolio in Q2 2026, its #44 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Buffer ETF January in Q1 2022 and has held it in 17 quarters since.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.