PWP
JANM

Precedent Wealth Partners’s FT U.S. Equity Max Buffer ETF - January JANM Stock Holding History

Precedent Wealth Partners’s Portfolio JANM Stock Details JANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Sell
8,479
-74,083
-90% -$2.45M 0.06% 153
2025
Q4 		$2.73M Sell
82,562
-138
-0.2% -$4.51K 0.57% 58
2025
Q3 		$2.68M Sell
82,700
-1,024
-1% -$32.9K 0.59% 51
2025
Q2 		$2.66M Buy
83,724
+3,600
+4% +$112K 0.65% 47
2025
Q1 		$2.47M Buy
+80,124
New +$2.49M 0.68% 45

Other funds holding JANM

AWM
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MW
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return