RSWM
QCJA

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
Q1 		$498K Buy
+23,100
New +$508K 0.01% 421

Other funds holding QCJA

FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Robertson Stephens Wealth Management's QCJA Position: Q1 2026 in Review

Robertson Stephens Wealth Management opened a new position in FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) in Q1 2026: 23,100 shares worth $498K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings.

46 funds tracked by Wall St. Rank hold QCJA as of Q1 2026.

  • Robertson Stephens Wealth Management held 23,100 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $498K as of Q1 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - January was a new Robertson Stephens Wealth Management position in Q1 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #421 holding.
  • 46 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.