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 Q2	$288K	Buy	8,498 +19	+0.2%	+$638	0.05%	177
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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Precedent Wealth Partners's JANM Position: Q2 2026 in Review

Precedent Wealth Partners increased its FT U.S. Equity Max Buffer ETF - January (JANM) stake by 0.22% in Q2 2026, buying an estimated $638 and bringing the position to 8,498 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #177.

Precedent Wealth Partners first reported a position in JANM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.73M in Q4 2025. 29 funds tracked by Wall St. Rank hold JANM as of Q2 2026.

Precedent Wealth Partners held 8,498 shares of FT U.S. Equity Max Buffer ETF - January worth $288K as of Q2 2026.
Precedent Wealth Partners bought 19 FT U.S. Equity Max Buffer ETF - January shares in Q2 2026, an estimated $638.
FT U.S. Equity Max Buffer ETF - January made up 0.05% of Precedent Wealth Partners's portfolio in Q2 2026, its #177 holding.
Precedent Wealth Partners first reported a position in FT U.S. Equity Max Buffer ETF - January in Q1 2025 and has held it in 6 quarters since.
Precedent Wealth Partners's FT U.S. Equity Max Buffer ETF - January position peaked at $2.73M in Q4 2025.
29 funds tracked by Wall St. Rank held FT U.S. Equity Max Buffer ETF - January as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.