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Sowell Financial Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Sowell Financial Services’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360K Sell
6,540
-355
-5% -$19.2K 0.01% 794
2026
Q1 		$348K Sell
6,895
-112
-2% -$5.79K 0.01% 784
2025
Q4 		$363K Sell
7,007
-1,448
-17% -$73.5K 0.01% 753
2025
Q3 		$424K Sell
8,455
-974
-10% -$47.6K 0.02% 682
2025
Q2 		$448K Sell
9,429
-265
-3% -$11.9K 0.02% 644
2025
Q1 		$430K Buy
+9,694
New +$444K 0.02% 626
2021
Q4 		– Sell
-10,084
Closed -$333K – 522
2021
Q3 		$333K Sell
10,084
-50
-0.5% -$1.66K 0.02% 440
2021
Q2 		$332K Hold
10,134
– – 0.02% 463
2021
Q1 		$327K Buy
+10,134
New +$311K 0.01% 808

Other funds holding FJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Sowell Financial Services's FJAN Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 5.1% in Q2 2026, selling an estimated $19.2K and leaving 6,540 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #794.

Sowell Financial Services first reported a position in FJAN in Q1 2021 and has held it in 9 quarters since. The position peaked at $448K in Q2 2025. 38 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • Sowell Financial Services held 6,540 shares of FT Vest US Equity Buffer ETF January worth $360K as of Q2 2026.
  • Sowell Financial Services sold 355 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $19.2K.
  • FT Vest US Equity Buffer ETF January made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #794 holding.
  • Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and has held it in 9 quarters since.
  • Sowell Financial Services's FT Vest US Equity Buffer ETF January position peaked at $448K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.