Keystone Wealth Services’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Keystone Wealth Services’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	$823K	Sell	18,080 -838	-4%	-$37.5K	0.15%	146
2026 Q1	$805K	Sell	18,918 -30,281	-62%	-$1.31M	0.17%	140
2025 Q4	$2.27M	Buy	49,199 +31,926	+185%	+$1.36M	0.48%	44
2025 Q3	$728K	Sell	17,273 -1,500	-8%	-$61.8K	0.16%	139
2025 Q2	$757K	Hold	18,773	–	–	0.18%	123
2025 Q1	$713K	Sell	18,773 -4,649	-20%	-$181K	0.19%	117
2024 Q4	$915K	Hold	23,422	–	–	0.24%	98
2024 Q3	$894K	Hold	23,422	–	–	0.25%	99
2024 Q2	$870K	Sell	23,422 -6,750	-22%	-$245K	0.27%	91
2024 Q1	$1.09M	Hold	30,172	–	–	0.35%	69
2023 Q4	$1.04M	Sell	30,172 -5,000	-14%	-$167K	0.36%	68
2023 Q3	$1.14M	Sell	35,172 -1,648	-4%	-$54.1K	0.43%	56
2023 Q2	$1.2M	Hold	36,820	–	–	0.45%	49
2023 Q1	$1.15M	Sell	36,820 -9,730	-21%	-$298K	0.47%	52
2022 Q4	$1.41M	Hold	46,550	–	–	0.62%	41
2022 Q3	$1.39M	Sell	46,550 -5,300	-10%	-$164K	0.66%	33
2022 Q2	$1.56M	Buy	51,850 +41,000	+378%	+$1.28M	0.7%	31
2022 Q1	$354K	Sell	10,850 -1,562	-13%	-$50.5K	0.14%	120
2021 Q4	$400K	Buy	+12,412	New	+$398K	0.16%	109

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

Keystone Wealth Services's DJAN Position: Q2 2026 in Review

Keystone Wealth Services reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 4.4% in Q2 2026, selling an estimated $37.5K and leaving 18,080 shares worth $823K. The position accounts for 0.15% of the portfolio, ranked #146.

Keystone Wealth Services first reported a position in DJAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q4 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Keystone Wealth Services held 18,080 shares of FT Vest US Equity Deep Buffer ETF January worth $823K as of Q2 2026.
Keystone Wealth Services sold 838 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $37.5K.
FT Vest US Equity Deep Buffer ETF January made up 0.15% of Keystone Wealth Services's portfolio in Q2 2026, its #146 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF January position peaked at $2.27M in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.