Brass Tax Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Brass Tax Wealth 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
2025 Q3	$972K	Hold	23,063	–	–	0.16%	61
2025 Q2	$930K	Hold	23,063	–	–	0.18%	58
2025 Q1	$876K	Hold	23,063	–	–	0.18%	63
2024 Q4	$901K	Hold	23,063	–	–	0.19%	56
2024 Q3	$880K	Hold	23,063	–	–	0.19%	59
2024 Q2	$856K	Hold	23,063	–	–	0.37%	41
2024 Q1	$831K	Buy	+23,063	New	+$813K	0.43%	35

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Brass Tax Wealth Management's DJAN Position: Q3 2025 in Review

Brass Tax Wealth Management held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q3 2025 at 23,063 shares worth $972K. The position accounts for 0.16% of the portfolio, ranked #61.

Brass Tax Wealth Management first reported a position in DJAN in Q1 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold DJAN as of Q3 2025.

Brass Tax Wealth Management held 23,063 shares of FT Vest US Equity Deep Buffer ETF January worth $972K as of Q3 2025.
Brass Tax Wealth Management left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q3 2025.
FT Vest US Equity Deep Buffer ETF January made up 0.16% of Brass Tax Wealth Management's portfolio in Q3 2025, its #61 holding.
Brass Tax Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.