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Cornerstone Planning Group’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Cornerstone Planning 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
2023
Q4 		– Sell
-28
Closed -$907 – 978
2023
Q3 		$907 Buy
+28
New +$920 ﹤0.01% 808

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cornerstone Planning Group's DJAN Position: Q4 2023 in Review

Cornerstone Planning Group sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2023, closing a stake of 28 shares — an estimated $907 sold.

Cornerstone Planning Group first reported a position in DJAN in Q3 2023 and held it in 1 quarter. The position peaked at $907 in Q3 2023. 60 funds tracked by Wall St. Rank hold DJAN as of Q4 2023.

  • Cornerstone Planning Group reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 28 FT Vest US Equity Deep Buffer ETF January shares in Q4 2023, an estimated $907.
  • Cornerstone Planning Group first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's FT Vest US Equity Deep Buffer ETF January position peaked at $907 in Q3 2023.
  • 60 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.