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Secured Retirement Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Secured Retirement Advisors’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
2024
Q3 		– Sell
-7,075
Closed -$261K – 123
2024
Q2 		$261K Buy
7,075
+1,066
+18% +$38.5K 0.2% 101
2024
Q1 		$216K Buy
+6,009
New +$211K 0.18% 104

Other funds holding GJAN

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Secured Retirement Advisors's GJAN Position: Q3 2024 in Review

Secured Retirement Advisors sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2024, closing a stake of 7,075 shares — an estimated $261K sold.

Secured Retirement Advisors first reported a position in GJAN in Q1 2024 and held it in 2 quarters. The position peaked at $261K in Q2 2024. 85 funds tracked by Wall St. Rank hold GJAN as of Q3 2024.

  • Secured Retirement Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 7,075 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2024, an estimated $261K.
  • Secured Retirement Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • Secured Retirement Advisors's FT Vest US Equity Moderate Buffer ETF January position peaked at $261K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2024.

Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.