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B.O.S.S. Retirement Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

B.O.S.S. Retirement Advisors’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
2023
Q2 		– Sell
-20,354
Closed -$634K – 248
2023
Q1 		$634K Buy
20,354
+216
+1% +$6.61K 0.15% 164
2022
Q4 		$612K Buy
+20,138
New +$612K 0.16% 160

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DJAN Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2023, closing a stake of 20,354 shares — an estimated $634K sold.

B.O.S.S. Retirement Advisors first reported a position in DJAN in Q4 2022 and held it in 2 quarters. The position peaked at $634K in Q1 2023. 64 funds tracked by Wall St. Rank hold DJAN as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 20,354 FT Vest US Equity Deep Buffer ETF January shares in Q2 2023, an estimated $634K.
  • B.O.S.S. Retirement Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's FT Vest US Equity Deep Buffer ETF January position peaked at $634K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.