Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$612K Sell
11,110
-300
-3% -$16.2K 0.02% 552
2026
Q1
$575K Buy
11,410
+4,174
+58% +$216K 0.03% 511
2025
Q4
$374K Hold
7,236
– – 0.02% 611
2025
Q3
$363K Sell
7,236
-3,287
-31% -$161K 0.02% 564
2025
Q2
$500K Sell
10,523
-405
-4% -$18.2K 0.04% 410
2025
Q1
$486K Buy
+10,928
New +$500K 0.04% 405

Other funds holding FJAN

Kingswood Wealth Advisors's FJAN Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 2.6% in Q2 2026, selling an estimated $16.2K and leaving 11,110 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #552.

Kingswood Wealth Advisors first reported a position in FJAN in Q1 2025 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • Kingswood Wealth Advisors held 11,110 shares of FT Vest US Equity Buffer ETF January worth $612K as of Q2 2026.
  • Kingswood Wealth Advisors sold 300 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $16.2K.
  • FT Vest US Equity Buffer ETF January made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #552 holding.
  • Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.