Avantax Advisory Services’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$351K	Buy	8,714 +1,621	+23%	+$62.5K	﹤0.01%	1802
2025 Q1	$269K	Sell	7,093 -2,706	-28%	-$105K	﹤0.01%	1910
2024 Q4	$383K	Sell	9,799 -1,317	-12%	-$50.9K	﹤0.01%	1623
2024 Q3	$424K	Sell	11,116 -5,214	-32%	-$195K	﹤0.01%	1523
2024 Q2	$606K	Sell	16,330 -240	-1%	-$8.7K	﹤0.01%	1247
2024 Q1	$597K	Buy	16,570 +3,028	+22%	+$107K	0.01%	957
2023 Q4	$468K	Hold	13,542	–	–	﹤0.01%	1023
2023 Q3	$439K	Sell	13,542 -3,250	-19%	-$107K	﹤0.01%	1000
2023 Q2	$549K	Hold	16,792	–	–	0.01%	904
2023 Q1	$523K	Buy	+16,792	New	+$514K	0.01%	894

Other funds holding DJAN

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

BCM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

PWP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

KAS

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

Avantax Advisory Services's DJAN Position: Q2 2025 in Review

Avantax Advisory Services increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 23% in Q2 2025, buying an estimated $62.5K and bringing the position to 8,714 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Avantax Advisory Services first reported a position in DJAN in Q1 2023 and has held it in 10 quarters since. The position peaked at $606K in Q2 2024. 110 funds tracked by Wall St. Rank hold DJAN as of Q2 2025.

Avantax Advisory Services held 8,714 shares of FT Vest US Equity Deep Buffer ETF January worth $351K as of Q2 2025.
Avantax Advisory Services bought 1,621 FT Vest US Equity Deep Buffer ETF January shares in Q2 2025, an estimated $62.5K.
FT Vest US Equity Deep Buffer ETF January made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1802 holding.
Avantax Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's FT Vest US Equity Deep Buffer ETF January position peaked at $606K in Q2 2024.
110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.