SW
GJAN icon

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
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

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return