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Belpointe Asset Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Belpointe Asset Management’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
-49
Closed -$1.53K – 1254
2023
Q1 		$1.53K Buy
49
+1
+2% +$31 ﹤0.01% 3386
2022
Q4 		$1.46K Buy
+48
New +$1.46K ﹤0.01% 3353

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

Belpointe Asset Management's DJAN Position: Q2 2023 in Review

Belpointe Asset Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2023, closing a stake of 49 shares — an estimated $1.53K sold.

Belpointe Asset Management first reported a position in DJAN in Q4 2022 and held it in 2 quarters. The position peaked at $1.53K in Q1 2023. 64 funds tracked by Wall St. Rank hold DJAN as of Q2 2023.

  • Belpointe Asset Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 49 FT Vest US Equity Deep Buffer ETF January shares in Q2 2023, an estimated $1.53K.
  • Belpointe Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's FT Vest US Equity Deep Buffer ETF January position peaked at $1.53K 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 Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.