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Onyx Bridge Wealth Group’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Onyx Bridge Wealth Group’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
2023
Q3 		– Sell
-136,550
Closed -$4.44M – 246
2023
Q2 		$4.44M Buy
136,550
+8,124
+6% +$256K 1.06% 23
2023
Q1 		$3.98M Buy
+128,426
New +$3.91M 1.59% 15

Other funds holding GJAN

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Onyx Bridge Wealth Group's GJAN Position: Q3 2023 in Review

Onyx Bridge Wealth Group sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2023, closing a stake of 136,550 shares — an estimated $4.44M sold.

Onyx Bridge Wealth Group first reported a position in GJAN in Q1 2023 and held it in 2 quarters. The position peaked at $4.44M in Q2 2023. 39 funds tracked by Wall St. Rank hold GJAN as of Q3 2023.

  • Onyx Bridge Wealth Group reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 136,550 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2023, an estimated $4.44M.
  • Onyx Bridge Wealth Group first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's FT Vest US Equity Moderate Buffer ETF January position peaked at $4.44M in Q2 2023.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2023, filed 16 Oct 2023.