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

Holistic Planning’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
2025
Q4 		– Sell
-8,315
Closed -$350K – 281
2025
Q3 		$350K Hold
8,315
– – 0.09% 170
2025
Q2 		$335K Buy
+8,315
New +$321K 0.1% 159

Other funds holding DJAN

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 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
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Holistic Planning's DJAN Position: Q4 2025 in Review

Holistic Planning sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2025, closing a stake of 8,315 shares — an estimated $350K sold.

Holistic Planning first reported a position in DJAN in Q2 2025 and held it in 2 quarters. The position peaked at $350K in Q3 2025. 110 funds tracked by Wall St. Rank hold DJAN as of Q4 2025.

  • Holistic Planning reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Holistic Planning sold 8,315 FT Vest US Equity Deep Buffer ETF January shares in Q4 2025, an estimated $350K.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2025 and held it in 2 quarters.
  • Holistic Planning's FT Vest US Equity Deep Buffer ETF January position peaked at $350K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2025.

Based on Holistic Planning's 13F filing for Q4 2025, filed 2 Feb 2026.