Wetzel Investment Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Wetzel Investment 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 Q3	$309K	Sell	6,618 -368	-5%	-$17K	0.11%	97
2026 Q2	$318K	Sell	6,986 -100	-1%	-$4.48K	0.11%	98
2026 Q1	$301K	Sell	7,086 -130	-2%	-$5.63K	0.12%	101
2025 Q4	$313K	Sell	7,216 -3	-0%	-$128	0.13%	98
2025 Q3	$304K	Sell	7,219 -90	-1%	-$3.71K	0.13%	96
2025 Q2	$295K	Sell	7,309 -1,189	-14%	-$45.8K	0.13%	97
2025 Q1	$323K	Sell	8,498 -143	-2%	-$5.57K	0.16%	89
2024 Q4	$338K	Sell	8,641 -184	-2%	-$7.11K	0.17%	84
2024 Q3	$337K	Sell	8,825 -36	-0.4%	-$1.35K	0.17%	88
2024 Q2	$319K	Hold	8,861	–	–	0.18%	84
2024 Q1	$313K	Sell	8,861 -17	-0.2%	-$599	0.18%	85
2023 Q4	$307K	Buy	+8,878	New	+$296K	0.19%	83

Other funds holding DJAN

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

SHFL

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Wetzel Investment Advisors's DJAN Position: Q3 2026 in Review

Wetzel Investment Advisors reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 5.3% in Q3 2026, selling an estimated $17K and leaving 6,618 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #97.

Wetzel Investment Advisors first reported a position in DJAN in Q4 2023 and has held it in 12 quarters since. The position peaked at $338K in Q4 2024. 13 funds tracked by Wall St. Rank hold DJAN as of Q3 2026.

Wetzel Investment Advisors held 6,618 shares of FT Vest US Equity Deep Buffer ETF January worth $309K as of Q3 2026.
Wetzel Investment Advisors sold 368 FT Vest US Equity Deep Buffer ETF January shares in Q3 2026, an estimated $17K.
FT Vest US Equity Deep Buffer ETF January made up 0.11% of Wetzel Investment Advisors's portfolio in Q3 2026, its #97 holding.
Wetzel Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's FT Vest US Equity Deep Buffer ETF January position peaked at $338K in Q4 2024.
13 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.