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Brookstone Capital Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Brookstone Capital 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
-4,842
Closed -$203K – 1023
2024
Q4 		$203K Sell
4,842
-35
-0.7% -$1.47K ﹤0.01% 950
2024
Q3 		$202K Buy
+4,877
New +$196K ﹤0.01% 964
2023
Q4 		– Sell
-120,772
Closed -$4.1M – 876
2023
Q3 		$4.1M Sell
120,772
-10,114
-8% -$352K 0.09% 207
2023
Q2 		$4.52M Sell
130,886
-12,559
-9% -$416K 0.09% 205
2023
Q1 		$4.68M Buy
+143,445
New +$4.54M 0.09% 190

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 $648M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brookstone Capital Management's DJUL Position: Q1 2025 in Review

Brookstone Capital Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2025, closing a stake of 4,842 shares — an estimated $203K sold.

Brookstone Capital Management first reported a position in DJUL in Q1 2023 and held it in 5 quarters. The position peaked at $4.68M in Q1 2023. 106 funds tracked by Wall St. Rank hold DJUL as of Q1 2025.

  • Brookstone Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 4,842 FT Vest US Equity Deep Buffer ETF July shares in Q1 2025, an estimated $203K.
  • Brookstone Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2023 and held it in 5 quarters.
  • Brookstone Capital Management's FT Vest US Equity Deep Buffer ETF July position peaked at $4.68M in Q1 2023.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.