Lionshead Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Lionshead Wealth Management’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	$1.68M	Sell	36,927 -328	-0.9%	-$14.7K	1.09%	33
2026 Q1	$1.58M	Sell	37,255 -2,060	-5%	-$89.3K	1.17%	28
2025 Q4	$1.71M	Sell	39,315 -2,110	-5%	-$90K	1.28%	28
2025 Q3	$1.75M	Sell	41,425 -8,897	-18%	-$367K	1.38%	26
2025 Q2	$2.03M	Buy	+50,322	New	+$1.94M	1.87%	20

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

Lionshead Wealth Management's DJAN Position: Q2 2026 in Review

Lionshead Wealth Management reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.88% in Q2 2026, selling an estimated $14.7K and leaving 36,927 shares worth $1.68M. The position accounts for 1.09% of the portfolio, ranked #33.

Lionshead Wealth Management first reported a position in DJAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.03M in Q2 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Lionshead Wealth Management held 36,927 shares of FT Vest US Equity Deep Buffer ETF January worth $1.68M as of Q2 2026.
Lionshead Wealth Management sold 328 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $14.7K.
FT Vest US Equity Deep Buffer ETF January made up 1.09% of Lionshead Wealth Management's portfolio in Q2 2026, its #33 holding.
Lionshead Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
Lionshead Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $2.03M 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 Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.