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

Schulz Wealth’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
2026 Q2	$6.57M	Buy	+145,960	New	+$6.46M	3.39%	8
2025 Q4	$5.52M	Sell	129,031 -5,552	-4%	-$234K	3.54%	7
2025 Q3	$5.61M	Sell	134,583 -1,451	-1%	-$59.2K	3.71%	7
2025 Q2	$5.44M	Buy	136,034 +5,130	+4%	+$196K	4.06%	6
2025 Q1	$4.93M	Buy	130,904 +27,018	+26%	+$1.04M	3.76%	7
2024 Q4	$4.02M	Hold	103,886	–	–	3.08%	9
2024 Q3	$3.93M	Sell	103,886 -1,149	-1%	-$42.8K	3.04%	9
2024 Q2	$3.88M	Sell	105,035 -985	-0.9%	-$35.6K	3.28%	9
2024 Q1	$3.8M	Buy	106,020 +81,990	+341%	+$2.88M	3.25%	8
2023 Q4	$829K	Buy	+24,030	New	+$797K	0.79%	24

Other funds holding GJAN

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIBOI

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Schulz Wealth's GJAN Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2026: 145,960 shares worth $6.57M. The stake represents 3.39% of the portfolio and ranks #8 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in GJAN as recently as Q4 2025.

Schulz Wealth first reported a position in GJAN in Q4 2023 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Schulz Wealth held 145,960 shares of FT Vest US Equity Moderate Buffer ETF January worth $6.57M as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF January was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up 3.39% of Schulz Wealth's portfolio in Q2 2026, its #8 holding.
Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2023 and has held it in 10 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.