World Equity Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

World Equity 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
2026 Q2	$479K	Sell	8,701 -3,076	-26%	-$166K	0.11%	221
2026 Q1	$594K	Buy	+11,777	New	+$609K	0.15%	164
2025 Q4	–	Sell	-11,334	Closed	-$568K	–	351
2025 Q3	$568K	Sell	11,334 -223	-2%	-$10.9K	0.13%	160
2025 Q2	$550K	Buy	11,557 +364	+3%	+$16.4K	0.15%	148
2025 Q1	$496K	Buy	+11,193	New	+$512K	0.14%	151

Other funds holding FJAN

BCM

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

World Equity Group's FJAN Position: Q2 2026 in Review

World Equity Group reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 26% in Q2 2026, selling an estimated $166K and leaving 8,701 shares worth $479K. The position accounts for 0.11% of the portfolio, ranked #221.

World Equity Group first reported a position in FJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $594K in Q1 2026. 29 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

World Equity Group held 8,701 shares of FT Vest US Equity Buffer ETF January worth $479K as of Q2 2026.
World Equity Group sold 3,076 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $166K.
FT Vest US Equity Buffer ETF January made up 0.11% of World Equity Group's portfolio in Q2 2026, its #221 holding.
World Equity Group first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
World Equity Group's FT Vest US Equity Buffer ETF January position peaked at $594K in Q1 2026.
29 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.