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Principal Securities’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Principal Securities’s Portfolio GJAN Stock Details GJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,760
Closed -$115K – 2215
2025
Q3 		$115K Hold
2,760
– – ﹤0.01% 1531
2025
Q2 		$110K Buy
2,760
+1,200
+77% +$45.8K ﹤0.01% 1509
2025
Q1 		$60.3K Hold
1,560
– – ﹤0.01% 1676
2024
Q4 		$60.3K Sell
1,560
-12,445
-89% -$476K ﹤0.01% 1673
2024
Q3 		$530K Sell
14,005
-100
-0.7% -$3.72K 0.01% 738
2024
Q2 		$520K Sell
14,105
-775
-5% -$28K 0.01% 689
2024
Q1 		$534K Buy
+14,880
New +$523K 0.02% 636

Other funds holding GJAN

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return