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Oliver Lagore Vanvalin Investment Group’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		$234 Hold
6
– – ﹤0.01% 651
2024
Q3 		$229 Hold
6
– – ﹤0.01% 643
2024
Q2 		$223 Hold
6
– – ﹤0.01% 687
2024
Q1 		$216 Hold
6
– – ﹤0.01% 695
2023
Q4 		$207 Hold
6
– – ﹤0.01% 718
2023
Q3 		$194 Sell
6
-10
-63% -$328 ﹤0.01% 807
2023
Q2 		$523 Buy
+16
New +$506 ﹤0.01% 715

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DJAN Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q4 2024 at 6 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Oliver Lagore Vanvalin Investment Group first reported a position in DJAN in Q2 2023 and has held it in 7 quarters since. The position peaked at $523 in Q2 2023. 86 funds tracked by Wall St. Rank hold DJAN as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 6 shares of FT Vest US Equity Deep Buffer ETF January worth $234 as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q4 2024.
  • FT Vest US Equity Deep Buffer ETF January made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #651 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2023 and has held it in 7 quarters since.
  • Oliver Lagore Vanvalin Investment Group's FT Vest US Equity Deep Buffer ETF January position peaked at $523 in Q2 2023.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.