Orion Portfolio Solutions
GJAN icon

Orion Portfolio Solutions’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$243K Buy
6,459
+1,063
+20% +$41K ﹤0.01% 1727
2024
Q4 		$209K Buy
+5,396
New +$206K ﹤0.01% 1738

Other funds holding GJAN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Orion Portfolio Solutions's GJAN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 20% in Q1 2025, buying an estimated $41K and bringing the position to 6,459 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Orion Portfolio Solutions first reported a position in GJAN in Q4 2024 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold GJAN as of Q1 2025.

  • Orion Portfolio Solutions held 6,459 shares of FT Vest US Equity Moderate Buffer ETF January worth $243K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,063 FT Vest US Equity Moderate Buffer ETF January shares in Q1 2025, an estimated $41K.
  • FT Vest US Equity Moderate Buffer ETF January made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1727 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2024 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.