Prosperity Consulting Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Prosperity Consulting 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 Q1	$853K	Sell	16,914 -2,741	-14%	-$142K	0.04%	274
2025 Q4	$1.02M	Sell	19,655 -2,232	-10%	-$113K	0.05%	246
2025 Q3	$1.1M	Sell	21,887 -48,327	-69%	-$2.36M	0.05%	235
2025 Q2	$3.34M	Sell	70,214 -18,287	-21%	-$823K	0.24%	95
2025 Q1	$3.93M	Sell	88,501 -27,596	-24%	-$1.26M	0.3%	81
2024 Q4	$5.33M	Sell	116,097 -5,003	-4%	-$227K	0.4%	57
2024 Q3	$5.42M	Sell	121,100 -6,645	-5%	-$291K	0.42%	57
2024 Q2	$5.54M	Sell	127,745 -14,162	-10%	-$599K	0.75%	29
2024 Q1	$5.96M	Buy	141,907 +120,508	+563%	+$4.93M	0.75%	30
2023 Q4	$852K	Buy	+21,399	New	+$808K	0.29%	70

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prosperity Consulting Group's FJAN Position: Q1 2026 in Review

Prosperity Consulting Group reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 14% in Q1 2026, selling an estimated $142K and leaving 16,914 shares worth $853K. The position accounts for 0.04% of the portfolio, ranked #274.

Prosperity Consulting Group first reported a position in FJAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.96M in Q1 2024. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Prosperity Consulting Group held 16,914 shares of FT Vest US Equity Buffer ETF January worth $853K as of Q1 2026.
Prosperity Consulting Group sold 2,741 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $142K.
FT Vest US Equity Buffer ETF January made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #274 holding.
Prosperity Consulting Group first reported a position in FT Vest US Equity Buffer ETF January in Q4 2023 and has held it in 10 quarters since.
Prosperity Consulting Group's FT Vest US Equity Buffer ETF January position peaked at $5.96M in Q1 2024.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.