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

Spire 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 		– Sell
-130
Closed -$5.53K – 2265
2026
Q1 		$5.53K Sell
130
-27,662
-100% -$1.2M ﹤0.01% 1814
2025
Q4 		$1.21M Sell
27,792
-12,938
-32% -$552K 0.04% 356
2025
Q3 		$1.72M Sell
40,730
-28,975
-42% -$1.19M 0.06% 271
2025
Q2 		$2.81M Sell
69,705
-2,800
-4% -$108K 0.1% 169
2025
Q1 		$2.75M Buy
72,505
+55,640
+330% +$2.17M 0.09% 221
2024
Q4 		$659K Sell
16,865
-2
-0% -$77 0.02% 491
2024
Q3 		$644K Buy
16,867
+3
+0% +$112 0.02% 466
2024
Q2 		$626K Sell
16,864
-1
-0% -$36 0.02% 437
2024
Q1 		$608K Buy
16,865
+16,340
+3,112% +$576K 0.01% 477
2023
Q4 		$18.2K Hold
525
– – ﹤0.01% 1568
2023
Q3 		$17K Hold
525
– – ﹤0.01% 1561
2023
Q2 		$17.2K Sell
525
-1,075
-67% -$34K ﹤0.01% 1644
2023
Q1 		$19.8K Buy
+1,600
New +$49K ﹤0.01% 1622

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

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

Spire Wealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2026, closing a stake of 130 shares — an estimated $5.53K sold.

Spire Wealth Management first reported a position in DJAN in Q1 2023 and held it in 13 quarters. The position peaked at $2.81M in Q2 2025. 13 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

  • Spire Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 130 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $5.53K.
  • Spire Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and held it in 13 quarters.
  • Spire Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $2.81M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.