Spectrum Asset Management (California)’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Spectrum Asset Management (California)’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	$1.73M	Buy	+40,692	New	+$1.76M	0.55%	46
2024 Q3	–	Sell	-182,776	Closed	-$6.79M	–	100
2024 Q2	$6.79M	Sell	182,776 -185,712	-50%	-$6.73M	3.14%	6
2024 Q1	$13.3M	Buy	+368,488	New	+$13M	5.69%	2

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 $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Asset Management (California)'s DJAN Position: Q1 2026 in Review

Spectrum Asset Management (California) opened a new position in FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2026: 40,692 shares worth $1.73M. The stake represents 0.55% of the portfolio and ranks #46 among its holdings. This is a return to the name: Spectrum Asset Management (California) previously reported a position in DJAN as recently as Q2 2024.

Spectrum Asset Management (California) first reported a position in DJAN in Q1 2024 and has held it in 3 quarters since. The position peaked at $13.3M in Q1 2024. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

Spectrum Asset Management (California) held 40,692 shares of FT Vest US Equity Deep Buffer ETF January worth $1.73M as of Q1 2026.
FT Vest US Equity Deep Buffer ETF January was a new Spectrum Asset Management (California) position in Q1 2026.
FT Vest US Equity Deep Buffer ETF January made up 0.55% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #46 holding.
Spectrum Asset Management (California) first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2024 and has held it in 3 quarters since.
Spectrum Asset Management (California)'s FT Vest US Equity Deep Buffer ETF January position peaked at $13.3M in Q1 2024.
122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.