SOA Wealth Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Hold
4,535
0.04% 183
2026
Q1
$229K Sell
4,535
-1,878
-29% -$97.1K 0.04% 180
2025
Q4
$332K Sell
6,413
-330
-5% -$16.7K 0.06% 158
2025
Q3
$338K Hold
6,743
0.06% 154
2025
Q2
$321K Hold
6,743
0.06% 155
2025
Q1
$299K Buy
6,743
+2,889
+75% +$132K 0.06% 152
2024
Q4
$177K Hold
3,854
0.03% 194
2024
Q3
$172K Sell
3,854
-332
-8% -$14.6K 0.03% 198
2024
Q2
$182K Hold
4,186
0.04% 190
2024
Q1
$176K Buy
4,186
+3,462
+478% +$142K 0.04% 192
2023
Q4
$28.8K Hold
724
0.01% 366
2023
Q3
$26.4K Hold
724
0.01% 371
2023
Q2
$26.9K Hold
724
0.01% 380
2023
Q1
$25.3K Buy
724
+200
+38% +$6.82K 0.01% 383
2022
Q4
$17.2K Hold
524
﹤0.01% 433
2022
Q3
$16K Hold
524
﹤0.01% 429
2022
Q2
$16K Buy
+524
New +$17.2K ﹤0.01% 422

Other funds holding FJAN

SOA Wealth Advisors's FJAN Position: Q2 2026 in Review

SOA Wealth Advisors held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 4,535 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #183.

SOA Wealth Advisors first reported a position in FJAN in Q2 2022 and has held it in 17 quarters since. The position peaked at $338K in Q3 2025. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • SOA Wealth Advisors held 4,535 shares of FT Vest US Equity Buffer ETF January worth $250K as of Q2 2026.
  • SOA Wealth Advisors left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF January made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • SOA Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q2 2022 and has held it in 17 quarters since.
  • SOA Wealth Advisors's FT Vest US Equity Buffer ETF January position peaked at $338K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.