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

World Equity 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
2024
Q3 		– Sell
-49,335
Closed -$1.82M – 286
2024
Q2 		$1.82M Sell
49,335
-2,108
-4% -$76.1K 0.54% 48
2024
Q1 		$1.85M Buy
+51,443
New +$1.81M 0.38% 68

Other funds holding GJAN

RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

World Equity Group's GJAN Position: Q3 2024 in Review

World Equity Group sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2024, closing a stake of 49,335 shares — an estimated $1.82M sold.

World Equity Group first reported a position in GJAN in Q1 2024 and held it in 2 quarters. The position peaked at $1.85M in Q1 2024. 85 funds tracked by Wall St. Rank hold GJAN as of Q3 2024.

  • World Equity Group reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • World Equity Group sold 49,335 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2024, an estimated $1.82M.
  • World Equity Group first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • World Equity Group's FT Vest US Equity Moderate Buffer ETF January position peaked at $1.85M in Q1 2024.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.