MBE Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

MBE Wealth 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 Q2	$234K	Hold	5,205	–	–	0.08%	142
2026 Q1	$218K	Buy	+5,205	New	+$222K	0.09%	133

Other funds holding GJAN

RFG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MBE Wealth Management's GJAN Position: Q2 2026 in Review

MBE Wealth Management held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 5,205 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #142.

MBE Wealth Management first reported a position in GJAN in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

MBE Wealth Management held 5,205 shares of FT Vest US Equity Moderate Buffer ETF January worth $234K as of Q2 2026.
MBE Wealth Management 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 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #142 holding.
MBE Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
45 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.