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

Keystone 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	$662K	Buy	+15,786	New	+$674K	0.14%	162
2025 Q4	–	Sell	-14,346	Closed	-$598K	–	277
2025 Q3	$598K	Sell	14,346 -700	-5%	-$28.6K	0.13%	160
2025 Q2	$601K	Hold	15,046	–	–	0.15%	158
2025 Q1	$567K	Buy	15,046 +6,351	+73%	+$245K	0.15%	136
2024 Q4	$336K	Hold	8,695	–	–	0.09%	192
2024 Q3	$329K	Hold	8,695	–	–	0.09%	195
2024 Q2	$321K	Hold	8,695	–	–	0.1%	170
2024 Q1	$312K	Buy	8,695 +1,050	+14%	+$36.9K	0.1%	169
2023 Q4	$264K	Hold	7,645	–	–	0.09%	182
2023 Q3	$246K	Hold	7,645	–	–	0.09%	176
2023 Q2	$249K	Buy	+7,645	New	+$241K	0.09%	176

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