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

WealthSource 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
2023
Q4 		$283K Sell
8,216
-400
-5% -$13.3K 0.02% 425
2023
Q3 		$278K Hold
8,616
– – 0.02% 414
2023
Q2 		$280K Hold
8,616
– – 0.02% 422
2023
Q1 		$267K Buy
+8,616
New +$262K 0.02% 424

Other funds holding GJAN

RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

WealthSource Partners's GJAN Position: Q4 2023 in Review

WealthSource Partners reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 4.6% in Q4 2023, selling an estimated $13.3K and leaving 8,216 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #425.

WealthSource Partners first reported a position in GJAN in Q1 2023 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold GJAN as of Q4 2023.

  • WealthSource Partners held 8,216 shares of FT Vest US Equity Moderate Buffer ETF January worth $283K as of Q4 2023.
  • WealthSource Partners sold 400 FT Vest US Equity Moderate Buffer ETF January shares in Q4 2023, an estimated $13.3K.
  • FT Vest US Equity Moderate Buffer ETF January made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #425 holding.
  • WealthSource Partners first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.