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 Q2	$754K	Sell	16,737 -2	-0%	-$88	0.12%	157
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	1.6%	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Asset Management's GJAN Position: Q2 2026 in Review

Milestone Asset Management reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 0.01% in Q2 2026, selling an estimated $88 and leaving 16,737 shares worth $754K. The position accounts for 0.12% of the portfolio, ranked #157.

Milestone Asset Management first reported a position in GJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.2M in Q1 2024. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Milestone Asset Management held 16,737 shares of FT Vest US Equity Moderate Buffer ETF January worth $754K as of Q2 2026.
Milestone Asset Management sold 2 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $88.
FT Vest US Equity Moderate Buffer ETF January made up 0.12% of Milestone Asset Management's portfolio in Q2 2026, its #157 holding.
Milestone Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $16.2M in Q1 2024.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.