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

Optivise Advisory Services’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,151
Closed -$330K – 189
2024
Q2 		$330K Buy
+10,151
New +$324K 0.18% 118

Other funds holding XJAN

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 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
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Optivise Advisory Services sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q3 2024, closing a stake of 10,151 shares — an estimated $330K sold.

Optivise Advisory Services first reported a position in XJAN in Q2 2024 and held it in 1 quarter. The position peaked at $330K in Q2 2024. 34 funds tracked by Wall St. Rank hold XJAN as of Q3 2024.

  • Optivise Advisory Services reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 10,151 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q3 2024, an estimated $330K.
  • Optivise Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $330K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q3 2024.

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