Milestone Asset Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Milestone Asset 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	$702K	Sell	16,739 -1,135	-6%	-$48.5K	0.13%	142
2025 Q4	$765K	Sell	17,874 -5,276	-23%	-$222K	0.14%	125
2025 Q3	$965K	Sell	23,150 -2,126	-8%	-$86.8K	0.18%	96
2025 Q2	$1.01M	Sell	25,276 -853	-3%	-$32.6K	0.21%	86
2025 Q1	$984K	Buy	26,129 +2,138	+9%	+$82.5K	0.21%	91
2024 Q4	$927K	Sell	23,991 -164,709	-87%	-$6.3M	0.2%	110
2024 Q3	$7.14M	Buy	188,700 +19,308	+11%	+$719K	1.61%	12
2024 Q2	$6.25M	Sell	169,392 -282,940	-63%	-$10.2M	1.56%	12
2024 Q1	$16.2M	Buy	+452,332	New	+$15.9M	4.64%	3

Other funds holding GJAN

Commonwealth Financial Services Vienna, West Virginia $632M AUM 16.97% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Range Financial Group Tigard, Oregon $298M AUM 44.97% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return