Advyzon Investment Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Advyzon Investment 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
2026 Q1	$213K	Sell	4,553 -228	-5%	-$10.9K	0.02%	642
2025 Q4	$227K	Sell	4,781 -1,501	-24%	-$70.6K	0.03%	527
2025 Q3	$293K	Buy	6,282 +1,661	+36%	+$76K	0.05%	333
2025 Q2	$205K	Sell	4,621 -504	-10%	-$21K	0.05%	363
2025 Q1	$210K	Buy	5,125 +110	+2%	+$4.63K	0.07%	249
2024 Q4	$211K	Buy	+5,015	New	+$210K	0.08%	220

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Advyzon Investment Management's DJUL Position: Q1 2026 in Review

Advyzon Investment Management reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 4.8% in Q1 2026, selling an estimated $10.9K and leaving 4,553 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #642.

Advyzon Investment Management first reported a position in DJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $293K in Q3 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Advyzon Investment Management held 4,553 shares of FT Vest US Equity Deep Buffer ETF July worth $213K as of Q1 2026.
Advyzon Investment Management sold 228 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $10.9K.
FT Vest US Equity Deep Buffer ETF July made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #642 holding.
Advyzon Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's FT Vest US Equity Deep Buffer ETF July position peaked at $293K in Q3 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.