Sequent Planning’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Sequent Planning’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	$902K	Sell	20,040 -6,103	-23%	-$270K	0.19%	103
2026 Q1	$1.1M	Buy	26,143 +17,352	+197%	+$741K	0.26%	85
2025 Q4	$376K	Sell	8,791 -3,202	-27%	-$135K	0.1%	148
2025 Q3	$500K	Buy	11,993 +3,126	+35%	+$128K	0.14%	118
2025 Q2	$354K	Buy	8,867 +51	+0.6%	+$1.95K	0.11%	112
2025 Q1	$332K	Buy	8,816 +1,401	+19%	+$54.1K	0.12%	110
2024 Q4	$287K	Sell	7,415 -208,691	-97%	-$7.99M	0.11%	116
2024 Q3	$8.18M	Buy	216,106 +11,744	+6%	+$437K	2.82%	7
2024 Q2	$7.54M	Sell	204,362 -22,654	-10%	-$818K	2.58%	7
2024 Q1	$8.15M	Buy	+227,016	New	+$7.98M	2.95%	6

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

Sequent Planning's GJAN Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 23% in Q2 2026, selling an estimated $270K and leaving 20,040 shares worth $902K. The position accounts for 0.19% of the portfolio, ranked #103.

Sequent Planning first reported a position in GJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.18M in Q3 2024. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Sequent Planning held 20,040 shares of FT Vest US Equity Moderate Buffer ETF January worth $902K as of Q2 2026.
Sequent Planning sold 6,103 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $270K.
FT Vest US Equity Moderate Buffer ETF January made up 0.19% of Sequent Planning's portfolio in Q2 2026, its #103 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FT Vest US Equity Moderate Buffer ETF January position peaked at $8.18M in Q3 2024.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.