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

Schwallier 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	$396K	Sell	8,704 -43	-0.5%	-$1.93K	0.25%	49
2026 Q1	$372K	Buy	8,747 +482	+6%	+$20.9K	0.27%	42
2025 Q4	$361K	Buy	+8,265	New	+$352K	0.23%	36

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

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

Schwallier Wealth Management reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.49% in Q2 2026, selling an estimated $1.93K and leaving 8,704 shares worth $396K. The position accounts for 0.25% of the portfolio, ranked #49.

Schwallier Wealth Management first reported a position in DJAN in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Schwallier Wealth Management held 8,704 shares of FT Vest US Equity Deep Buffer ETF January worth $396K as of Q2 2026.
Schwallier Wealth Management sold 43 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $1.93K.
FT Vest US Equity Deep Buffer ETF January made up 0.25% of Schwallier Wealth Management's portfolio in Q2 2026, its #49 holding.
Schwallier 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.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.