AssetMark Inc’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

AssetMark Inc’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	$74.8K	Hold	1,642	–	–	﹤0.01%	1708
2026 Q1	$69.8K	Hold	1,642	–	–	﹤0.01%	1645
2025 Q4	$71.3K	Hold	1,642	–	–	﹤0.01%	1598
2025 Q3	$69.2K	Hold	1,642	–	–	﹤0.01%	1526
2025 Q2	$66.2K	Hold	1,642	–	–	﹤0.01%	1470
2025 Q1	$62.3K	Hold	1,642	–	–	﹤0.01%	1387
2024 Q4	$64.2K	Buy	+1,642	New	+$63.4K	﹤0.01%	1350

Other funds holding DJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFS

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc's DJAN Position: Q2 2026 in Review

AssetMark Inc held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q2 2026 at 1,642 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

AssetMark Inc first reported a position in DJAN in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

AssetMark Inc held 1,642 shares of FT Vest US Equity Deep Buffer ETF January worth $74.8K as of Q2 2026.
AssetMark Inc left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF January made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1708 holding.
AssetMark Inc first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.