Cascade Investment Group’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Cascade Investment Group’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 Q2	$308K	Sell	6,770 -52	-0.8%	-$2.33K	0.17%	118
2026 Q1	$290K	Buy	+6,822	New	+$296K	0.19%	118
2025 Q4	–	Sell	-8,091	Closed	-$341K	–	144
2025 Q3	$341K	Sell	8,091 -101	-1%	-$4.16K	0.23%	101
2025 Q2	$330K	Sell	8,192 -506	-6%	-$19.5K	0.23%	98
2025 Q1	$330K	Buy	+8,698	New	+$339K	0.25%	91

Other funds holding DJAN

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWP

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

KAS

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cascade Investment Group's DJAN Position: Q2 2026 in Review

Cascade Investment Group reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.76% in Q2 2026, selling an estimated $2.33K and leaving 6,770 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #118.

Cascade Investment Group first reported a position in DJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q3 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Cascade Investment Group held 6,770 shares of FT Vest US Equity Deep Buffer ETF January worth $308K as of Q2 2026.
Cascade Investment Group sold 52 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $2.33K.
FT Vest US Equity Deep Buffer ETF January made up 0.17% of Cascade Investment Group's portfolio in Q2 2026, its #118 holding.
Cascade Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
Cascade Investment Group's FT Vest US Equity Deep Buffer ETF January position peaked at $341K in Q3 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.