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

Capital Investment 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	$371K	Sell	7,403 -1,120	-13%	-$55.2K	0.02%	514
2026 Q1	$398K	Sell	8,523 -20	-0.2%	-$952	0.03%	445
2025 Q4	$406K	Buy	8,543 +1,464	+21%	+$68.9K	0.03%	427
2025 Q3	$331K	Buy	+7,079	New	+$324K	0.03%	459
2023 Q4	–	Sell	-1,120	Closed	-$38K	–	990
2023 Q3	$38K	Buy	+1,120	New	+$38.9K	﹤0.01%	664

Other funds holding DJUL

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

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

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

Capital Investment Advisory Services reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 13% in Q2 2026, selling an estimated $55.2K and leaving 7,403 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #514.

Capital Investment Advisory Services first reported a position in DJUL in Q3 2023 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 32 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Capital Investment Advisory Services held 7,403 shares of FT Vest US Equity Deep Buffer ETF July worth $371K as of Q2 2026.
Capital Investment Advisory Services sold 1,120 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $55.2K.
FT Vest US Equity Deep Buffer ETF July made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #514 holding.
Capital Investment Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 5 quarters since.
Capital Investment Advisory Services's FT Vest US Equity Deep Buffer ETF July position peaked at $406K in Q4 2025.
32 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.