Wood Tarver Financial Group’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Wood Tarver Financial Group’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	$2.58M	Buy	56,589 +7,345	+15%	+$329K	0.61%	31
2026 Q1	$2.09M	Buy	49,244 +6,300	+15%	+$273K	0.58%	29
2025 Q4	$1.86M	Sell	42,944 -4,089	-9%	-$174K	0.52%	32
2025 Q3	$1.98M	Sell	47,033 -9	-0%	-$371	0.58%	32
2025 Q2	$1.9M	Sell	47,042 -100,429	-68%	-$3.87M	0.57%	31
2025 Q1	$5.6M	Buy	147,471 +120,952	+456%	+$4.71M	1.82%	12
2024 Q4	$1.04M	Buy	+26,519	New	+$1.02M	0.35%	43

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

Wood Tarver Financial Group's DJAN Position: Q2 2026 in Review

Wood Tarver Financial Group increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 15% in Q2 2026, buying an estimated $329K and bringing the position to 56,589 shares worth $2.58M. The position accounts for 0.61% of the portfolio, ranked #31.

Wood Tarver Financial Group first reported a position in DJAN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.6M in Q1 2025. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Wood Tarver Financial Group held 56,589 shares of FT Vest US Equity Deep Buffer ETF January worth $2.58M as of Q2 2026.
Wood Tarver Financial Group bought 7,345 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $329K.
FT Vest US Equity Deep Buffer ETF January made up 0.61% of Wood Tarver Financial Group's portfolio in Q2 2026, its #31 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
Wood Tarver Financial Group's FT Vest US Equity Deep Buffer ETF January position peaked at $5.6M 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 Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.