Capital Asset Advisory Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Capital Asset Advisory Services’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	$301K	Buy	+5,998	New	+$295K	0.01%	276
2022 Q3	–	Sell	-300	Closed	-$9K	–	490
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	482
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	479
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	510
2021 Q3	$10K	Buy	+300	New	+$9.86K	﹤0.01%	599

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $493M AUM 21.19% 1-Year Est. Return

CFS

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Capital Asset Advisory Services's DJUL Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2026: 5,998 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in DJUL as recently as Q2 2022.

Capital Asset Advisory Services first reported a position in DJUL in Q3 2021 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Capital Asset Advisory Services held 5,998 shares of FT Vest US Equity Deep Buffer ETF July worth $301K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF July was a new Capital Asset Advisory Services position in Q2 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #276 holding.
Capital Asset Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2021 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.