OPS
XJAN icon

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

Orion Portfolio Solutions’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
2025
Q1 		$484K Sell
14,603
-1,356
-8% -$45.7K ﹤0.01% 1442
2024
Q4 		$539K Buy
15,959
+2,060
+15% +$69K 0.01% 1311
2024
Q3 		$461K Sell
13,899
-580
-4% -$19K ﹤0.01% 1364
2024
Q2 		$471K Buy
+14,479
New +$463K 0.01% 1293

Other funds holding XJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) stake by 8.5% in Q1 2025, selling an estimated $45.7K and leaving 14,603 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Orion Portfolio Solutions first reported a position in XJAN in Q2 2024 and has held it in 4 quarters since. The position peaked at $539K in Q4 2024. 32 funds tracked by Wall St. Rank hold XJAN as of Q1 2025.

  • Orion Portfolio Solutions held 14,603 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $484K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,356 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q1 2025, an estimated $45.7K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1442 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $539K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q1 2025.

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