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

United Capital Financial 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	$237K	Sell	5,268 -1,465	-22%	-$64.8K	﹤0.01%	1473
2026 Q1	$282K	Buy	+6,733	New	+$288K	﹤0.01%	1384

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

United Capital Financial Advisors's GJAN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 22% in Q2 2026, selling an estimated $64.8K and leaving 5,268 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

United Capital Financial Advisors first reported a position in GJAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $282K in Q1 2026. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

United Capital Financial Advisors held 5,268 shares of FT Vest US Equity Moderate Buffer ETF January worth $237K as of Q2 2026.
United Capital Financial Advisors sold 1,465 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $64.8K.
FT Vest US Equity Moderate Buffer ETF January made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1473 holding.
United Capital Financial 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.
United Capital Financial Advisors's FT Vest US Equity Moderate Buffer ETF January position peaked at $282K in Q1 2026.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.