Synergy Asset Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$458K Buy
10,177
+2,308
+29% +$102K 0.04% 167
2026
Q1
$330K Sell
7,869
-422
-5% -$18K 0.04% 198
2025
Q4
$355K Sell
8,291
-14,492
-64% -$610K 0.04% 157
2025
Q3
$925K Buy
22,783
+15,573
+216% +$636K 0.03% 178
2025
Q2
$288K Sell
7,210
-6,300
-47% -$241K 0.03% 154
2025
Q1
$509K Buy
+13,510
New +$522K 0.06% 115

Other funds holding GJAN

Synergy Asset Management's GJAN Position: Q2 2026 in Review

Synergy Asset Management increased its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 29% in Q2 2026, buying an estimated $102K and bringing the position to 10,177 shares worth $458K. The position accounts for 0.04% of the portfolio, ranked #167.

Synergy Asset Management first reported a position in GJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $925K in Q3 2025. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

  • Synergy Asset Management held 10,177 shares of FT Vest US Equity Moderate Buffer ETF January worth $458K as of Q2 2026.
  • Synergy Asset Management bought 2,308 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $102K.
  • FT Vest US Equity Moderate Buffer ETF January made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #167 holding.
  • Synergy Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • Synergy Asset Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $925K 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 Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.