Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Steward Partners Investment Advisory’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	$1.23M	Sell	27,299 -700	-3%	-$31K	0.01%	1168
2026 Q1	$1.17M	Buy	27,999 +1,267	+5%	+$54.1K	0.01%	1076
2025 Q4	$1.14M	Hold	26,732	–	–	0.01%	1010
2025 Q3	$1.11M	Sell	26,732 -300	-1%	-$12.2K	0.01%	1009
2025 Q2	$1.08M	Buy	27,032 +684	+3%	+$26.1K	0.01%	960
2025 Q1	$993K	Sell	26,348 -127	-0.5%	-$4.9K	0.01%	927
2024 Q4	$1.02M	Hold	26,475	–	–	0.01%	864
2024 Q3	$1M	Hold	26,475	–	–	0.01%	849
2024 Q2	$977K	Buy	26,475 +250	+1%	+$9.03K	0.01%	818
2024 Q1	$941K	Buy	26,225 +24,581	+1,495%	+$864K	0.01%	814
2023 Q4	$56.7K	Hold	1,644	–	–	﹤0.01%	1927
2023 Q3	$53K	Hold	1,644	–	–	﹤0.01%	1882
2023 Q2	$53.5K	Hold	1,644	–	–	﹤0.01%	1854
2023 Q1	$50.9K	Buy	+1,644	New	+$50K	﹤0.01%	1857

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

Steward Partners Investment Advisory's GJAN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 2.5% in Q2 2026, selling an estimated $31K and leaving 27,299 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1168.

Steward Partners Investment Advisory first reported a position in GJAN in Q1 2023 and has held it in 14 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Steward Partners Investment Advisory held 27,299 shares of FT Vest US Equity Moderate Buffer ETF January worth $1.23M as of Q2 2026.
Steward Partners Investment Advisory sold 700 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $31K.
FT Vest US Equity Moderate Buffer ETF January made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1168 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.