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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
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

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 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
REAP Financial Group Austin, Texas $507M AUM 18.73% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return