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Quad-Cities Investment Group’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

Quad-Cities Investment Group’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,760
Closed -$215K – 184
2024
Q1 		$215K Buy
+6,760
New +$212K 0.13% 159

Other funds holding XJAN

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quad-Cities Investment Group's XJAN Position: Q2 2024 in Review

Quad-Cities Investment Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q2 2024, closing a stake of 6,760 shares — an estimated $215K sold.

Quad-Cities Investment Group first reported a position in XJAN in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 34 funds tracked by Wall St. Rank hold XJAN as of Q2 2024.

  • Quad-Cities Investment Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Quad-Cities Investment Group sold 6,760 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q2 2024, an estimated $215K.
  • Quad-Cities Investment Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • Quad-Cities Investment Group's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $215K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q2 2024.

Based on Quad-Cities Investment Group's 13F filing for Q2 2024, filed 12 Jul 2024.