BTWM
DJUL icon

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

Brass Tax 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 		$297K Hold
6,364
– – 0.05% 179
2025
Q2 		$283K Sell
6,364
-310
-5% -$12.9K 0.05% 170
2025
Q1 		$273K Hold
6,674
– – 0.06% 169
2024
Q4 		$280K Hold
6,674
– – 0.06% 154
2024
Q3 		$276K Hold
6,674
– – 0.06% 158
2024
Q2 		$266K Sell
6,674
-75
-1% -$2.92K 0.11% 108
2024
Q1 		$261K Buy
+6,749
New +$254K 0.14% 92

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 $729M AUM 24.39% 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

Brass Tax Wealth Management's DJUL Position: Q3 2025 in Review

Brass Tax Wealth Management held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q3 2025 at 6,364 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #179.

Brass Tax Wealth Management first reported a position in DJUL in Q1 2024 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold DJUL as of Q3 2025.

  • Brass Tax Wealth Management held 6,364 shares of FT Vest US Equity Deep Buffer ETF July worth $297K as of Q3 2025.
  • Brass Tax Wealth Management left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q3 2025.
  • FT Vest US Equity Deep Buffer ETF July made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #179 holding.
  • Brass Tax Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2024 and has held it in 7 quarters since.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.