LifeWealth Investments’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

LifeWealth Investments’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	$1.57M	Sell	34,828 -467	-1%	-$20.7K	0.42%	46
2026 Q1	$1.48M	Hold	35,295	–	–	0.44%	48
2025 Q4	$1.51M	Sell	35,295 -44,569	-56%	-$1.88M	0.48%	47
2025 Q3	$3.33M	Sell	79,864 -14	-0%	-$572	0.51%	48
2025 Q2	$3.19M	Buy	79,878 +1,132	+1%	+$43.2K	0.55%	42
2025 Q1	$2.97M	Buy	78,746 +36,825	+88%	+$1.42M	0.66%	42
2024 Q4	$1.62M	Buy	+41,921	New	+$1.6M	1.07%	28

Other funds holding GJAN

RFG

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

CFS

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

LifeWealth Investments's GJAN Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 1.3% in Q2 2026, selling an estimated $20.7K and leaving 34,828 shares worth $1.57M. The position accounts for 0.42% of the portfolio, ranked #46.

LifeWealth Investments first reported a position in GJAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.33M in Q3 2025. 16 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

LifeWealth Investments held 34,828 shares of FT Vest US Equity Moderate Buffer ETF January worth $1.57M as of Q2 2026.
LifeWealth Investments sold 467 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $20.7K.
FT Vest US Equity Moderate Buffer ETF January made up 0.42% of LifeWealth Investments's portfolio in Q2 2026, its #46 holding.
LifeWealth Investments first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's FT Vest US Equity Moderate Buffer ETF January position peaked at $3.33M in Q3 2025.
16 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.