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GeoWealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

GeoWealth 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
2022
Q4 		– Sell
-18,417
Closed -$549K – 358
2022
Q3 		$549K Buy
+18,417
New +$569K 0.06% 155

Other funds holding DJAN

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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
GBS
Gallagher Benefit Services Rolling Meadows, Illinois $476M AUM
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management's DJAN Position: Q4 2022 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2022, closing a stake of 18,417 shares — an estimated $549K sold.

GeoWealth Management first reported a position in DJAN in Q3 2022 and held it in 1 quarter. The position peaked at $549K in Q3 2022. 52 funds tracked by Wall St. Rank hold DJAN as of Q4 2022.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2022 after selling out during the quarter.
  • GeoWealth Management sold 18,417 FT Vest US Equity Deep Buffer ETF January shares in Q4 2022, an estimated $549K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2022 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $549K in Q3 2022.
  • 52 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2022.

Based on GeoWealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.