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

Avior 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
Q1 		– Sell
-1,000
Closed -$42K – 1148
2024
Q4 		$42K Hold
1,000
– – ﹤0.01% 1199
2024
Q3 		$41.4K Buy
+1,000
New +$40.2K ﹤0.01% 1186

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's DJUL Position: Q1 2025 in Review

Avior Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2025, closing a stake of 1,000 shares — an estimated $42K sold.

Avior Wealth Management first reported a position in DJUL in Q3 2024 and held it in 2 quarters. The position peaked at $42K in Q4 2024. 106 funds tracked by Wall St. Rank hold DJUL as of Q1 2025.

  • Avior Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,000 FT Vest US Equity Deep Buffer ETF July shares in Q1 2025, an estimated $42K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $42K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.