Robertson Stephens Wealth Management’s FT Vest Nasdaq-100 Conservative Buffer ETF - January QCJA Stock Holding History

Robertson Stephens Wealth Management’s Portfolio QCJA Stock Details QCJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519K	Sell	22,200 -900	-4%	-$20.6K	0.01%	432
2026 Q1	$498K	Buy	+23,100	New	+$508K	0.01%	421

Other funds holding QCJA

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Robertson Stephens Wealth Management's QCJA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) stake by 3.9% in Q2 2026, selling an estimated $20.6K and leaving 22,200 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #432.

Robertson Stephens Wealth Management first reported a position in QCJA in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold QCJA as of Q2 2026.

Robertson Stephens Wealth Management held 22,200 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $519K as of Q2 2026.
Robertson Stephens Wealth Management sold 900 FT Vest Nasdaq-100 Conservative Buffer ETF - January shares in Q2 2026, an estimated $20.6K.
FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #432 holding.
Robertson Stephens Wealth Management first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2026 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.