Sequent Planning’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Sequent Planning’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	$568K	Sell	12,482 -45	-0.4%	-$2.02K	0.12%	138
2026 Q1	$533K	Buy	+12,527	New	+$543K	0.13%	127
2024 Q3	–	Sell	-6,179	Closed	-$230K	–	147
2024 Q2	$230K	Sell	6,179 -98,642	-94%	-$3.58M	0.08%	126
2024 Q1	$3.78M	Buy	+104,821	New	+$3.69M	1.37%	16

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

Sequent Planning's DJAN Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.36% in Q2 2026, selling an estimated $2.02K and leaving 12,482 shares worth $568K. The position accounts for 0.12% of the portfolio, ranked #138.

Sequent Planning first reported a position in DJAN in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.78M in Q1 2024. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Sequent Planning held 12,482 shares of FT Vest US Equity Deep Buffer ETF January worth $568K as of Q2 2026.
Sequent Planning sold 45 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $2.02K.
FT Vest US Equity Deep Buffer ETF January made up 0.12% of Sequent Planning's portfolio in Q2 2026, its #138 holding.
Sequent Planning first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2024 and has held it in 4 quarters since.
Sequent Planning's FT Vest US Equity Deep Buffer ETF January position peaked at $3.78M in Q1 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.