Action Point Financial Planning’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Action Point Financial Planning’s Portfolio DJAN Stock Details DJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.5K	Buy	+1,132	New	+$50.7K	0.01%	801

Other funds holding DJAN

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's DJAN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2026: 1,132 shares worth $51.5K. The stake represents 0.01% of the portfolio and ranks #801 among its holdings.

118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Action Point Financial Planning held 1,132 shares of FT Vest US Equity Deep Buffer ETF January worth $51.5K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF January was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Deep Buffer ETF January made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #801 holding.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.