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Sagespring Wealth Partners’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Sagespring Wealth Partners’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
Q3 		– Sell
-122,505
Closed -$4.9M – 745
2025
Q2 		$4.9M Buy
122,505
+3,627
+3% +$139K 0.11% 103
2025
Q1 		$4.48M Buy
+118,878
New +$4.59M 0.11% 98

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
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FIBOI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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SW
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Sagespring Wealth Partners's GJAN Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2025, closing a stake of 122,505 shares — an estimated $4.9M sold.

Sagespring Wealth Partners first reported a position in GJAN in Q1 2025 and held it in 2 quarters. The position peaked at $4.9M in Q2 2025. 103 funds tracked by Wall St. Rank hold GJAN as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 122,505 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2025, an estimated $4.9M.
  • Sagespring Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's FT Vest US Equity Moderate Buffer ETF January position peaked at $4.9M in Q2 2025.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.