MCM
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MAI Capital Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

MAI Capital Management’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 		$467K Buy
11,154
+385
+4% +$16.4K ﹤0.01% 1050
2025
Q4 		$461K Sell
10,769
-2,163
-17% -$91.1K ﹤0.01% 994
2025
Q3 		$539K Sell
12,932
-48,180
-79% -$1.97M ﹤0.01% 892
2025
Q2 		$2.44M Sell
61,112
-6,398
-9% -$244K 0.02% 457
2025
Q1 		$2.54M Buy
67,510
+61,166
+964% +$2.36M 0.02% 439
2024
Q4 		$245K Hold
6,344
– – ﹤0.01% 1064
2024
Q3 		$240K Hold
6,344
– – ﹤0.01% 948
2024
Q2 		$234K Hold
6,344
– – ﹤0.01% 1087
2024
Q1 		$228K Buy
+6,344
New +$223K ﹤0.01% 1081

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Osaic Holdings
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RFG
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RFG
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Cetera Investment Advisers
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Commonwealth Equity Services
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FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
LPL Financial
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KAS
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