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

Robertson Stephens 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	$744K	Sell	16,350 -800	-5%	-$35.8K	0.02%	372
2026 Q1	$729K	Sell	17,150 -8,650	-34%	-$375K	0.02%	353
2025 Q4	$1.12M	Buy	+25,800	New	+$1.1M	0.03%	278

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

Robertson Stephens Wealth Management's DJAN Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 4.7% in Q2 2026, selling an estimated $35.8K and leaving 16,350 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #372.

Robertson Stephens Wealth Management first reported a position in DJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Robertson Stephens Wealth Management held 16,350 shares of FT Vest US Equity Deep Buffer ETF January worth $744K as of Q2 2026.
Robertson Stephens Wealth Management sold 800 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $35.8K.
FT Vest US Equity Deep Buffer ETF January made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #372 holding.
Robertson Stephens Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
Robertson Stephens Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $1.12M 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 Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.