MTM Investment Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

MTM Investment 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	$127K	Sell	2,785 -415	-13%	-$18.6K	0.04%	252
2026 Q1	$136K	Hold	3,200	–	–	0.04%	235
2025 Q4	$139K	Hold	3,200	–	–	0.04%	236
2025 Q3	$135K	Hold	3,200	–	–	0.04%	234
2025 Q2	$129K	Hold	3,200	–	–	0.04%	231
2025 Q1	$122K	Hold	3,200	–	–	0.05%	203
2024 Q4	$125K	Hold	3,200	–	–	0.05%	201
2024 Q3	$122K	Hold	3,200	–	–	0.05%	208
2024 Q2	$119K	Hold	3,200	–	–	0.05%	202
2024 Q1	$115K	Sell	3,200 -400	-11%	-$14.1K	0.05%	202
2023 Q4	$124K	Sell	3,600 -500	-12%	-$16.7K	0.06%	191
2023 Q3	$133K	Hold	4,100	–	–	0.07%	179
2023 Q2	$134K	Hold	4,100	–	–	0.07%	189
2023 Q1	$128K	Hold	4,100	–	–	0.07%	189
2022 Q4	$125K	Sell	4,100 -500	-11%	-$15.2K	0.06%	187
2022 Q3	$137K	Hold	4,600	–	–	0.08%	180
2022 Q2	$139K	Hold	4,600	–	–	0.08%	183
2022 Q1	$150K	Buy	+4,600	New	+$149K	0.07%	195

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

MTM Investment Management's DJAN Position: Q2 2026 in Review

MTM Investment Management reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 13% in Q2 2026, selling an estimated $18.6K and leaving 2,785 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #252.

MTM Investment Management first reported a position in DJAN in Q1 2022 and has held it in 18 quarters since. The position peaked at $150K in Q1 2022. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

MTM Investment Management held 2,785 shares of FT Vest US Equity Deep Buffer ETF January worth $127K as of Q2 2026.
MTM Investment Management sold 415 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $18.6K.
FT Vest US Equity Deep Buffer ETF January made up 0.04% of MTM Investment Management's portfolio in Q2 2026, its #252 holding.
MTM Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2022 and has held it in 18 quarters since.
MTM Investment Management's FT Vest US Equity Deep Buffer ETF January position peaked at $150K in Q1 2022.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.