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LVZ Inc’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

LVZ Inc’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 		$706K Hold
15,681
– – 0.07% 87
2026
Q1 		$657K Buy
15,681
+9,635
+159% +$412K 0.08% 81
2025
Q4 		$259K Sell
6,046
-93
-2% -$3.92K 0.03% 138
2025
Q3 		$256K Hold
6,139
– – 0.03% 135
2025
Q2 		$245K Sell
6,139
-35
-0.6% -$1.34K 0.03% 133
2025
Q1 		$233K Buy
+6,174
New +$238K 0.03% 131

Other funds holding GJAN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc's GJAN Position: Q2 2026 in Review

LVZ Inc held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 15,681 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #87.

LVZ Inc first reported a position in GJAN in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

  • LVZ Inc held 15,681 shares of FT Vest US Equity Moderate Buffer ETF January worth $706K as of Q2 2026.
  • LVZ Inc left its FT Vest US Equity Moderate Buffer ETF January share count unchanged in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF January made up 0.07% of LVZ Inc's portfolio in Q2 2026, its #87 holding.
  • LVZ Inc first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.