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 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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

BCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wood Tarver Financial Group's DJAN Position: Q1 2026 in Review

Wood Tarver Financial Group increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 15% in Q1 2026, buying an estimated $273K and bringing the position to 49,244 shares worth $2.09M. The position accounts for 0.58% of the portfolio, ranked #29.

Wood Tarver Financial Group first reported a position in DJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.6M in Q1 2025. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

Wood Tarver Financial Group held 49,244 shares of FT Vest US Equity Deep Buffer ETF January worth $2.09M as of Q1 2026.
Wood Tarver Financial Group bought 6,300 FT Vest US Equity Deep Buffer ETF January shares in Q1 2026, an estimated $273K.
FT Vest US Equity Deep Buffer ETF January made up 0.58% of Wood Tarver Financial Group's portfolio in Q1 2026, its #29 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 6 quarters since.
Wood Tarver Financial Group's FT Vest US Equity Deep Buffer ETF January position peaked at $5.6M in Q1 2025.
122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.