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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,987
Closed -$251K – 255
2026
Q1 		$251K Buy
+4,987
New +$258K 0.26% 115

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Rockefeller Capital Management
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AssetMark Inc
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pacific Excel Wealth Advisors's FJAN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026, closing a stake of 4,987 shares — an estimated $251K sold.

Pacific Excel Wealth Advisors first reported a position in FJAN in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,987 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $251K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF January position peaked at $251K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.