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

Modern 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	$576K	Hold	12,785	–	–	0.01%	672
2026 Q1	$538K	Hold	12,785	–	–	0.01%	559
2025 Q4	$547K	Hold	12,785	–	–	0.01%	513
2025 Q3	$533K	Hold	12,785	–	–	0.01%	496
2025 Q2	$511K	Hold	12,785	–	–	0.01%	475
2025 Q1	$482K	Buy	+12,785	New	+$494K	0.02%	430

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

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

Modern Wealth Management held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 12,785 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #672.

Modern Wealth Management first reported a position in GJAN in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Modern Wealth Management held 12,785 shares of FT Vest US Equity Moderate Buffer ETF January worth $576K as of Q2 2026.
Modern 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 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #672 holding.
Modern Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.