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

Winnow Wealth’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	$259K	Sell	5,683 -839	-13%	-$37.6K	0.18%	121
2026 Q1	$277K	Sell	6,522 -394	-6%	-$17.1K	0.21%	104
2025 Q4	$304K	Sell	6,916 -69	-1%	-$2.94K	0.22%	88
2025 Q3	$300K	Buy	+6,985	New	+$288K	0.24%	88
2025 Q2	–	Sell	-145,503	Closed	-$5.52M	–	297
2025 Q1	$5.52M	Buy	145,503 +142,598	+4,909%	+$5.56M	5.1%	2
2024 Q4	$114K	Buy	+2,905	New	+$112K	0.11%	109

Other funds holding DJAN

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Winnow Wealth's DJAN Position: Q2 2026 in Review

Winnow Wealth reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 13% in Q2 2026, selling an estimated $37.6K and leaving 5,683 shares worth $259K. The position accounts for 0.18% of the portfolio, ranked #121.

Winnow Wealth first reported a position in DJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.52M in Q1 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Winnow Wealth held 5,683 shares of FT Vest US Equity Deep Buffer ETF January worth $259K as of Q2 2026.
Winnow Wealth sold 839 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $37.6K.
FT Vest US Equity Deep Buffer ETF January made up 0.18% of Winnow Wealth's portfolio in Q2 2026, its #121 holding.
Winnow Wealth first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's FT Vest US Equity Deep Buffer ETF January position peaked at $5.52M in Q1 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.