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Uniting Wealth Partners’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Uniting Wealth Partners’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,004
Closed -$202K – 208
2026
Q1 		$202K Buy
+4,004
New +$207K 0.04% 193
2025
Q4 		– Sell
-4,404
Closed -$221K – 168
2025
Q3 		$221K Buy
+4,404
New +$215K 0.05% 174

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Rockefeller Capital Management
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AssetMark Inc
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LPL Financial
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BCM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Uniting Wealth Partners's FJAN Position: Q2 2026 in Review

Uniting Wealth Partners sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026, closing a stake of 4,004 shares — an estimated $202K sold.

Uniting Wealth Partners first reported a position in FJAN in Q3 2025 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 160 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • Uniting Wealth Partners reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Uniting Wealth Partners sold 4,004 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $202K.
  • Uniting Wealth Partners first reported a position in FT Vest US Equity Buffer ETF January in Q3 2025 and held it in 2 quarters.
  • Uniting Wealth Partners's FT Vest US Equity Buffer ETF January position peaked at $221K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.