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Abound Wealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Abound Wealth Management’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
2025
Q3 		– Sell
-1,100
Closed -$48.9K – 1369
2025
Q2 		$48.9K Buy
+1,100
New +$45.9K 0.01% 206

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Abound Wealth Management's DJUL Position: Q3 2025 in Review

Abound Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2025, closing a stake of 1,100 shares — an estimated $48.9K sold.

Abound Wealth Management first reported a position in DJUL in Q2 2025 and held it in 1 quarter. The position peaked at $48.9K in Q2 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q3 2025.

  • Abound Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 1,100 FT Vest US Equity Deep Buffer ETF July shares in Q3 2025, an estimated $48.9K.
  • Abound Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2025 and held it in 1 quarter.
  • Abound Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $48.9K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.