Summit Financial Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Summit Financial Wealth Advisors’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	$306K	Sell	6,792 -200	-3%	-$8.85K	0.04%	175
2026 Q1	$293K	Buy	+6,992	New	+$299K	0.04%	157

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

Summit Financial Wealth Advisors's GJAN Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 2.9% in Q2 2026, selling an estimated $8.85K and leaving 6,792 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #175.

Summit Financial Wealth Advisors first reported a position in GJAN in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

Summit Financial Wealth Advisors held 6,792 shares of FT Vest US Equity Moderate Buffer ETF January worth $306K as of Q2 2026.
Summit Financial Wealth Advisors sold 200 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $8.85K.
FT Vest US Equity Moderate Buffer ETF January made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.