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Optivise Advisory Services’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Optivise Advisory Services’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
2024
Q3 		– Sell
-38,476
Closed -$1.42M – 176
2024
Q2 		$1.42M Buy
+38,476
New +$1.39M 0.77% 35

Other funds holding GJAN

RFG
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Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Optivise Advisory Services's GJAN Position: Q3 2024 in Review

Optivise Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2024, closing a stake of 38,476 shares — an estimated $1.42M sold.

Optivise Advisory Services first reported a position in GJAN in Q2 2024 and held it in 1 quarter. The position peaked at $1.42M in Q2 2024. 85 funds tracked by Wall St. Rank hold GJAN as of Q3 2024.

  • Optivise Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 38,476 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2024, an estimated $1.42M.
  • Optivise Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's FT Vest US Equity Moderate Buffer ETF January position peaked at $1.42M in Q2 2024.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.