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

Evolution 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
2026
Q1 		$488K Buy
11,479
+3
+0% +$130 0.36% 49
2025
Q4 		$498K Sell
11,476
-3,591
-24% -$153K 0.41% 45
2025
Q3 		$635K Sell
15,067
-3
-0% -$124 0.65% 35
2025
Q2 		$608K Buy
+15,070
New +$581K 0.75% 27

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 $9.99B 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 $38.1B 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 $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Management's DJAN Position: Q1 2026 in Review

Evolution Wealth Management increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.03% in Q1 2026, buying an estimated $130 and bringing the position to 11,479 shares worth $488K. The position accounts for 0.36% of the portfolio, ranked #49.

Evolution Wealth Management first reported a position in DJAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $635K in Q3 2025. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

  • Evolution Wealth Management held 11,479 shares of FT Vest US Equity Deep Buffer ETF January worth $488K as of Q1 2026.
  • Evolution Wealth Management bought 3 FT Vest US Equity Deep Buffer ETF January shares in Q1 2026, an estimated $130.
  • FT Vest US Equity Deep Buffer ETF January made up 0.36% of Evolution Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $635K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.