LPL Financial
XJAN icon

LPL Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

LPL Financial’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Sell
7,647
-2,180
-22% -$82.5K ﹤0.01% 5479
2026
Q1 		$355K Buy
9,827
+500
+5% +$18.3K ﹤0.01% 5072
2025
Q4 		$344K Sell
9,327
-456
-5% -$16.6K ﹤0.01% 5040
2025
Q3 		$353K Buy
+9,783
New +$347K ﹤0.01% 4916

Other funds holding XJAN

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial's XJAN Position: Q2 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) stake by 22% in Q2 2026, selling an estimated $82.5K and leaving 7,647 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #5479.

LPL Financial first reported a position in XJAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $355K in Q1 2026. 33 funds tracked by Wall St. Rank hold XJAN as of Q2 2026.

  • LPL Financial held 7,647 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $294K as of Q2 2026.
  • LPL Financial sold 2,180 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q2 2026, an estimated $82.5K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5479 holding.
  • LPL Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $355K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.