CP
DJAN icon

Camelot Portfolios’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Camelot Portfolios’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
Q1 		$527K Hold
12,400
– – 0.4% 97
2025
Q4 		$538K Sell
12,400
-1,000
-7% -$42.6K 0.33% 102
2025
Q3 		$565K Sell
13,400
-500
-4% -$20.6K 0.34% 98
2025
Q2 		$561K Hold
13,900
– – 0.34% 101
2025
Q1 		$528K Buy
13,900
+500
+4% +$19.5K 0.33% 107
2024
Q4 		$524K Sell
13,400
-4,000
-23% -$155K 0.57% 66
2024
Q3 		$664K Sell
17,400
-500
-3% -$18.7K 0.65% 51
2024
Q2 		$665K Buy
17,900
+500
+3% +$18.1K 0.38% 78
2024
Q1 		$627K Sell
17,400
-1,100
-6% -$38.8K 0.61% 57
2023
Q4 		$640K Buy
18,500
+500
+3% +$16.7K 0.38% 81
2023
Q3 		$583K Sell
18,000
-1,500
-8% -$49.3K 0.56% 59
2023
Q2 		$637K Hold
19,500
– – 0.4% 74
2023
Q1 		$607K Buy
+19,500
New +$597K 0.42% 73

Other funds holding DJAN

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return