SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

SOA Wealth Advisors’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	$53.1K	Sell	1,166 -258	-18%	-$11.6K	0.01%	383
2026 Q1	$60.6K	Sell	1,424 -2,534	-64%	-$110K	0.01%	334
2025 Q4	$172K	Hold	3,958	–	–	0.03%	219
2025 Q3	$167K	Hold	3,958	–	–	0.03%	224
2025 Q2	$160K	Buy	3,958 +207	+6%	+$7.98K	0.03%	222
2025 Q1	$142K	Buy	3,751 +3,572	+1,996%	+$139K	0.03%	221
2024 Q4	$7K	Hold	179	–	–	﹤0.01%	587
2024 Q3	$6.83K	Hold	179	–	–	﹤0.01%	577
2024 Q2	$6.65K	Hold	179	–	–	﹤0.01%	577
2024 Q1	$6.45K	Hold	179	–	–	﹤0.01%	589
2023 Q4	$6.19K	Hold	179	–	–	﹤0.01%	580
2023 Q3	$5.8K	Hold	179	–	–	﹤0.01%	597
2023 Q2	$5.85K	Hold	179	–	–	﹤0.01%	602
2023 Q1	$5.57K	Buy	+179	New	+$5.48K	﹤0.01%	607

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

SOA Wealth Advisors's DJAN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 18% in Q2 2026, selling an estimated $11.6K and leaving 1,166 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #383.

SOA Wealth Advisors first reported a position in DJAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $172K in Q4 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

SOA Wealth Advisors held 1,166 shares of FT Vest US Equity Deep Buffer ETF January worth $53.1K as of Q2 2026.
SOA Wealth Advisors sold 258 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $11.6K.
FT Vest US Equity Deep Buffer ETF January made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #383 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
SOA Wealth Advisors's FT Vest US Equity Deep Buffer ETF January position peaked at $172K 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 SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.