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Impact Partnership Wealth’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-96
Closed -$3.46K – 326
2024
Q1 		$3.46K Sell
96
-2,172
-96% -$76.6K ﹤0.01% 532
2023
Q4 		$78.4K Sell
2,268
-7,041
-76% -$235K 0.03% 281
2023
Q3 		$302K Buy
+9,309
New +$306K 0.09% 126

Other funds holding DJAN

SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Impact Partnership Wealth's DJAN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2024, closing a stake of 96 shares — an estimated $3.46K sold.

Impact Partnership Wealth first reported a position in DJAN in Q3 2023 and held it in 3 quarters. The position peaked at $302K in Q3 2023. 83 funds tracked by Wall St. Rank hold DJAN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 96 FT Vest US Equity Deep Buffer ETF January shares in Q2 2024, an estimated $3.46K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's FT Vest US Equity Deep Buffer ETF January position peaked at $302K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.