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Stonebridge Financial Planning Group’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

Stonebridge Financial Planning Group’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
2025
Q4 		– Sell
-7,314
Closed -$264K – 175
2025
Q3 		$264K Hold
7,314
– – 0.1% 153
2025
Q2 		$255K Hold
7,314
– – 0.11% 147
2025
Q1 		$242K Buy
+7,314
New +$247K 0.11% 150

Other funds holding XJAN

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Stonebridge Financial Planning Group's XJAN Position: Q4 2025 in Review

Stonebridge Financial Planning Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q4 2025, closing a stake of 7,314 shares — an estimated $264K sold.

Stonebridge Financial Planning Group first reported a position in XJAN in Q1 2025 and held it in 3 quarters. The position peaked at $264K in Q3 2025. 30 funds tracked by Wall St. Rank hold XJAN as of Q4 2025.

  • Stonebridge Financial Planning Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 7,314 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q4 2025, an estimated $264K.
  • Stonebridge Financial Planning Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2025 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $264K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q4 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2025, filed 5 Feb 2026.