Park Square Financial Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Park Square Financial Group’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	-143	Closed	-$7.21K	–	223
2026 Q1	$7.21K	Buy	+143	New	+$7.39K	0.05%	121
2025 Q3	–	Sell	-556	Closed	-$26.4K	–	496
2025 Q2	$26.4K	Hold	556	–	–	0.02%	401
2025 Q1	$24.7K	Hold	556	–	–	0.02%	384
2024 Q4	$25.5K	Buy	+556	New	+$25.2K	0.02%	376

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Park Square Financial Group's FJAN Position: Q2 2026 in Review

Park Square Financial Group sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026, closing a stake of 143 shares — an estimated $7.21K sold.

Park Square Financial Group first reported a position in FJAN in Q4 2024 and held it in 4 quarters. The position peaked at $26.4K in Q2 2025. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Park Square Financial Group reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 143 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $7.21K.
Park Square Financial Group first reported a position in FT Vest US Equity Buffer ETF January in Q4 2024 and held it in 4 quarters.
Park Square Financial Group's FT Vest US Equity Buffer ETF January position peaked at $26.4K in Q2 2025.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.