Superior Planning, LLC’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Superior Planning, LLC’s Portfolio DJUL Stock Details DJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$241K	Buy	+4,702	New	+$239K	0.1%	143

Other funds holding DJUL

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Superior Planning, LLC's DJUL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2026: 4,702 shares worth $241K. The stake represents 0.1% of the portfolio and ranks #143 among its holdings.

89 funds tracked by Wall St. Rank hold DJUL as of Q3 2026.

Superior Planning, LLC held 4,702 shares of FT Vest US Equity Deep Buffer ETF July worth $241K as of Q3 2026.
FT Vest US Equity Deep Buffer ETF July was a new Superior Planning, LLC position in Q3 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.1% of Superior Planning, LLC's portfolio in Q3 2026, its #143 holding.
89 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.