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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Wetzel Investment Advisors's DJAN Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 1.4% in Q2 2026, selling an estimated $4.48K and leaving 6,986 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #98.

Wetzel Investment Advisors first reported a position in DJAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $338K in Q4 2024. 42 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

  • Wetzel Investment Advisors held 6,986 shares of FT Vest US Equity Deep Buffer ETF January worth $318K as of Q2 2026.
  • Wetzel Investment Advisors sold 100 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $4.48K.
  • FT Vest US Equity Deep Buffer ETF January made up 0.11% of Wetzel Investment Advisors's portfolio in Q2 2026, its #98 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 11 quarters since.
  • Wetzel Investment Advisors's FT Vest US Equity Deep Buffer ETF January position peaked at $338K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.