Valtinson Bruner Financial Planning’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Valtinson Bruner Financial Planning’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	$250K	Hold	4,539	–	–	0.06%	159
2026 Q1	$229K	Buy	4,539 +600	+15%	+$31K	0.06%	158
2025 Q4	$204K	Buy	+3,939	New	+$200K	0.06%	159
2025 Q2	–	Sell	-5,483	Closed	-$243K	–	158
2025 Q1	$243K	Buy	+5,483	New	+$251K	0.08%	115

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Valtinson Bruner Financial Planning's FJAN Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 4,539 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #159.

Valtinson Bruner Financial Planning first reported a position in FJAN in Q1 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Valtinson Bruner Financial Planning held 4,539 shares of FT Vest US Equity Buffer ETF January worth $250K as of Q2 2026.
Valtinson Bruner Financial Planning left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF January made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #159 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.