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Wood Tarver Financial Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-231
Closed -$10K – 317
2025
Q2 		$10K Sell
231
-1,224
-84% -$55.1K ﹤0.01% 416
2025
Q1 		$64.5K Buy
1,455
+742
+104% +$33.9K 0.02% 250
2024
Q4 		$32K Buy
+713
New +$32.3K 0.01% 302

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wood Tarver Financial Group's FJAN Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2025, closing a stake of 231 shares — an estimated $10K sold.

Wood Tarver Financial Group first reported a position in FJAN in Q4 2024 and held it in 3 quarters. The position peaked at $64.5K in Q1 2025. 141 funds tracked by Wall St. Rank hold FJAN as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 231 FT Vest US Equity Buffer ETF January shares in Q3 2025, an estimated $10K.
  • Wood Tarver Financial Group first reported a position in FT Vest US Equity Buffer ETF January in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest US Equity Buffer ETF January position peaked at $64.5K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.