SWA
DJAN icon

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
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

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return