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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
Q2 		$228K Hold
4,553
– – 0.02% 699
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 $403M AUM 22.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Advyzon Investment Management's DJUL Position: Q2 2026 in Review

Advyzon Investment Management held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 4,553 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #699.

Advyzon Investment Management first reported a position in DJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q3 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • Advyzon Investment Management held 4,553 shares of FT Vest US Equity Deep Buffer ETF July worth $228K as of Q2 2026.
  • Advyzon Investment Management left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF July made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #699 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 7 quarters since.
  • Advyzon Investment Management's FT Vest US Equity Deep Buffer ETF July position peaked at $293K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.