Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Clear Creek Financial 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
2026 Q2	$498K	Buy	10,947 +4,243	+63%	+$190K	0.03%	413
2026 Q1	$285K	Buy	6,704 +1,245	+23%	+$54K	0.02%	511
2025 Q4	$237K	Sell	5,459 -30,250	-85%	-$1.29M	0.02%	530
2025 Q3	$1.5M	Sell	35,709 -18,930	-35%	-$780K	0.13%	164
2025 Q2	$2.2M	Buy	54,639 +145	+0.3%	+$5.59K	0.21%	112
2025 Q1	$2.07M	Sell	54,494 -1,202	-2%	-$46.8K	0.21%	100
2024 Q4	$2.18M	Sell	55,696 -19,210	-26%	-$742K	0.24%	96
2024 Q3	$2.86M	Sell	74,906 -24,172	-24%	-$906K	0.32%	69
2024 Q2	$3.68M	Buy	99,078 +2,549	+3%	+$92.4K	0.45%	45
2024 Q1	$3.48M	Buy	96,529 +31,162	+48%	+$1.1M	0.45%	48
2023 Q4	$2.26M	Buy	65,367 +193	+0.3%	+$6.43K	0.36%	60
2023 Q3	$2.11M	Buy	65,174 +3,319	+5%	+$109K	0.37%	61
2023 Q2	$2.02M	Buy	61,855 +54,068	+694%	+$1.71M	0.35%	65
2023 Q1	$242K	Buy	+7,787	New	+$238K	0.05%	253

Other funds holding DJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Clear Creek Financial Management's DJAN Position: Q2 2026 in Review

Clear Creek Financial Management increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 63% in Q2 2026, buying an estimated $190K and bringing the position to 10,947 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #413.

Clear Creek Financial Management first reported a position in DJAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.68M in Q2 2024. 42 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Clear Creek Financial Management held 10,947 shares of FT Vest US Equity Deep Buffer ETF January worth $498K as of Q2 2026.
Clear Creek Financial Management bought 4,243 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $190K.
FT Vest US Equity Deep Buffer ETF January made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #413 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
Clear Creek Financial Management's FT Vest US Equity Deep Buffer ETF January position peaked at $3.68M in Q2 2024.
42 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.