U.S. Capital Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-204,918	Closed	-$6.92M	–	898
2024 Q4	$6.92M	Buy	204,918 +1,320	+0.6%	+$44.2K	0.21%	119
2024 Q3	$6.75M	Buy	203,598 +3,997	+2%	+$131K	0.24%	96
2024 Q2	$6.49M	Buy	199,601 +2,185	+1%	+$69.8K	0.25%	97
2024 Q1	$6.27M	Buy	+197,416	New	+$6.19M	0.24%	99

Other funds holding XJAN

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's XJAN Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q1 2025, closing a stake of 204,918 shares — an estimated $6.92M sold.

U.S. Capital Wealth Advisors first reported a position in XJAN in Q1 2024 and held it in 4 quarters. The position peaked at $6.92M in Q4 2024. 32 funds tracked by Wall St. Rank hold XJAN as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 204,918 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q1 2025, an estimated $6.92M.
U.S. Capital Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and held it in 4 quarters.
U.S. Capital Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $6.92M in Q4 2024.
32 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.