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COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$4.66K Buy
+91
New +$4.48K ﹤0.01% 1201

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $471M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WW
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
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DJUL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2026: 91 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings.

88 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 91 shares of FT Vest US Equity Deep Buffer ETF July worth $4.66K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF July was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1201 holding.
  • 88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.