Great Valley Advisor Group’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Great Valley Advisor 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	$922K	Sell	20,250 -150	-0.7%	-$6.72K	0.01%	566
2026 Q1	$868K	Hold	20,400	–	–	0.02%	537
2025 Q4	$886K	Hold	20,400	–	–	0.02%	503
2025 Q3	$860K	Sell	20,400 -7,350	-26%	-$303K	0.02%	498
2025 Q2	$1.12M	Buy	+27,750	New	+$1.07M	0.02%	436

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

Great Valley Advisor Group's DJAN Position: Q2 2026 in Review

Great Valley Advisor Group reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.74% in Q2 2026, selling an estimated $6.72K and leaving 20,250 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #566.

Great Valley Advisor Group first reported a position in DJAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Great Valley Advisor Group held 20,250 shares of FT Vest US Equity Deep Buffer ETF January worth $922K as of Q2 2026.
Great Valley Advisor Group sold 150 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $6.72K.
FT Vest US Equity Deep Buffer ETF January made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #566 holding.
Great Valley Advisor Group first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
Great Valley Advisor Group's FT Vest US Equity Deep Buffer ETF January position peaked at $1.12M in Q2 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.