NATIONS FINANCIAL GROUP INC, /IA/ /ADV GJAN — FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  6 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN (GJAN) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows GJAN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GJAN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GJAN stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held GJAN — position size vs. price
% of Fund (quarterly)    GJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,360 -180 -1.7% 0.02% $466K 2026-07-23 $44.95
2026 Q1 UNCHANGED — — — 10,540 — 0% 0.02% $442K 2026-04-15 $43.58
2025 Q4 UNCHANGED — — — 10,540 — 0% 0.02% $451K 2026-01-26 $43.12
2025 Q3 UNCHANGED — — — 10,540 — 0% 0.03% $439K 2025-10-28 $42.08
2025 Q2 ADDED — — — 10,540 +150 +1.4% 0.03% $421K 2025-08-11 $40.66
2025 Q1 INITIATED — — — 10,390 — — 0.03% $391K 2025-05-13 $38.76

🏢 Other funds also holding GJAN

As of 2026 Q2 — sorted by position size

Range Financial Group LLC 3Y 3.66% REAP Financial Group, LLC 3.25% CROSSPOINT FINANCIAL, LLC 3Y 1.17% Midwest Financial Network, LLC 1.08% Commonwealth Financial Services, LLC 3Y 7Y 1.05% OGOREK ANTHONY JOSEPH /NY/ /ADV 3Y 7Y 0.77% CORRADO ADVISORS, LLC 3Y 7Y 0.72% LifeWealth Investments, LLC 0.42% HBW ADVISORY SERVICES LLC 3Y 0.31% Triumph Capital Management 3Y 0.25%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and GJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning GJAN?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported GJAN across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported GJAN position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for GJAN was 0.03% in 2025 Q1.

What is the latest reported GJAN position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 10,360 shares, equal to 0.02% of portfolio, with an estimated market value of $466K.

What does the chart on this GJAN ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly GJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to NATIONS FINANCIAL GROUP INC, /IA/ /ADV Holdings