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

Wood Tarver Financial Group’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
2026 Q1	$2.08M	Buy	49,770 +17,536	+54%	+$749K	0.58%	30
2025 Q4	$1.38M	Buy	32,234 +223	+0.7%	+$9.39K	0.39%	44
2025 Q3	$1.33M	Sell	32,011 -949	-3%	-$38.7K	0.39%	42
2025 Q2	$1.32M	Sell	32,960 -50,392	-60%	-$1.92M	0.4%	44
2025 Q1	$3.14M	Buy	83,352 +55,340	+198%	+$2.14M	1.02%	14
2024 Q4	$1.08M	Buy	+28,012	New	+$1.07M	0.36%	40

Other funds holding GJAN

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wood Tarver Financial Group's GJAN Position: Q1 2026 in Review

Wood Tarver Financial Group increased its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 54% in Q1 2026, buying an estimated $749K and bringing the position to 49,770 shares worth $2.08M. The position accounts for 0.58% of the portfolio, ranked #30.

Wood Tarver Financial Group first reported a position in GJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.14M in Q1 2025. 116 funds tracked by Wall St. Rank hold GJAN as of Q1 2026.

Wood Tarver Financial Group held 49,770 shares of FT Vest US Equity Moderate Buffer ETF January worth $2.08M as of Q1 2026.
Wood Tarver Financial Group bought 17,536 FT Vest US Equity Moderate Buffer ETF January shares in Q1 2026, an estimated $749K.
FT Vest US Equity Moderate Buffer ETF January made up 0.58% of Wood Tarver Financial Group's portfolio in Q1 2026, its #30 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's FT Vest US Equity Moderate Buffer ETF January position peaked at $3.14M in Q1 2025.
116 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.