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WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

WealthPLAN Partners’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
2024
Q2 		– Sell
-18,924
Closed -$679K – 313
2024
Q1 		$679K Buy
+18,924
New +$665K 0.07% 175

Other funds holding GJAN

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REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

WealthPLAN Partners's GJAN Position: Q2 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2024, closing a stake of 18,924 shares — an estimated $679K sold.

WealthPLAN Partners first reported a position in GJAN in Q1 2024 and held it in 1 quarter. The position peaked at $679K in Q1 2024. 82 funds tracked by Wall St. Rank hold GJAN as of Q2 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 18,924 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2024, an estimated $679K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Moderate Buffer ETF January position peaked at $679K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.