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LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

LifeWealth Investments’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 		$618K Sell
13,571
-198
-1% -$8.87K 0.17% 71
2026
Q1 		$586K Sell
13,769
-437
-3% -$18.9K 0.17% 71
2025
Q4 		$617K Sell
14,206
-16,570
-54% -$706K 0.2% 79
2025
Q3 		$1.3M Sell
30,776
-3,829
-11% -$158K 0.2% 79
2025
Q2 		$1.4M Buy
34,605
+3,705
+12% +$143K 0.24% 74
2025
Q1 		$1.17M Buy
+30,900
New +$1.2M 0.26% 73

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

LifeWealth Investments's DJAN Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 1.4% in Q2 2026, selling an estimated $8.87K and leaving 13,571 shares worth $618K. The position accounts for 0.17% of the portfolio, ranked #71.

LifeWealth Investments first reported a position in DJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q2 2025. 12 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

  • LifeWealth Investments held 13,571 shares of FT Vest US Equity Deep Buffer ETF January worth $618K as of Q2 2026.
  • LifeWealth Investments sold 198 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $8.87K.
  • FT Vest US Equity Deep Buffer ETF January made up 0.17% of LifeWealth Investments's portfolio in Q2 2026, its #71 holding.
  • LifeWealth Investments first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • LifeWealth Investments's FT Vest US Equity Deep Buffer ETF January position peaked at $1.4M in Q2 2025.
  • 12 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.