Spire Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Spire Wealth Management’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	$28.1K	Hold	625	–	–	﹤0.01%	1335
2026 Q1	$26.2K	Hold	625	–	–	﹤0.01%	1337
2025 Q4	$26.7K	Sell	625 -775	-55%	-$32.6K	﹤0.01%	1377
2025 Q3	$58.3K	Hold	1,400	–	–	﹤0.01%	1180
2025 Q2	$56K	Hold	1,400	–	–	﹤0.01%	1158
2025 Q1	$52.7K	Hold	1,400	–	–	﹤0.01%	1256
2024 Q4	$54.1K	Buy	+1,400	New	+$53.6K	﹤0.01%	1254

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

Spire Wealth Management's GJAN Position: Q2 2026 in Review

Spire Wealth Management held its FT Vest US Equity Moderate Buffer ETF January (GJAN) position steady in Q2 2026 at 625 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Spire Wealth Management first reported a position in GJAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.3K in Q3 2025. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Spire Wealth Management held 625 shares of FT Vest US Equity Moderate Buffer ETF January worth $28.1K as of Q2 2026.
Spire Wealth Management left its FT Vest US Equity Moderate Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF January made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1335 holding.
Spire Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $58.3K in Q3 2025.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.