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

Steward Partners Investment Advisory’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.5K Hold
2,200
– – ﹤0.01% 2510
2025
Q4 		$81K Sell
2,200
-200
-8% -$7.27K ﹤0.01% 2411
2025
Q3 		$86.5K Hold
2,400
– – ﹤0.01% 2311
2025
Q2 		$83.8K Hold
2,400
– – ﹤0.01% 2213
2025
Q1 		$79.5K Hold
2,400
– – ﹤0.01% 2149
2024
Q4 		$81K Hold
2,400
– – ﹤0.01% 2085
2024
Q3 		$79.6K Sell
2,400
-300
-11% -$9.82K ﹤0.01% 1999
2024
Q2 		$87.8K Sell
2,700
-3,000
-53% -$95.9K ﹤0.01% 1846
2024
Q1 		$181K Buy
+5,700
New +$179K ﹤0.01% 1480

Other funds holding XJAN

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Steward Partners Investment Advisory's XJAN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) position steady in Q1 2026 at 2,200 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Steward Partners Investment Advisory first reported a position in XJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $181K in Q1 2024. 31 funds tracked by Wall St. Rank hold XJAN as of Q1 2026.

  • Steward Partners Investment Advisory held 2,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $79.5K as of Q1 2026.
  • Steward Partners Investment Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF January share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2510 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $181K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.