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DJUL icon

Claro Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Claro Advisors’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
Q1 		$845K Sell
18,083
-175
-1% -$8.33K 0.1% 168
2025
Q4 		$869K Sell
18,258
-435
-2% -$20.5K 0.12% 151
2025
Q3 		$873K Buy
18,693
+650
+4% +$29.7K 0.13% 145
2025
Q2 		$802K Sell
18,043
-4,703
-21% -$196K 0.13% 148
2025
Q1 		$930K Hold
22,746
– – 0.12% 159
2024
Q4 		$955K Hold
22,746
– – 0.13% 146
2024
Q3 		$942K Buy
22,746
+100
+0.4% +$4.02K 0.12% 160
2024
Q2 		$901K Sell
22,646
-3,741
-14% -$146K 0.14% 146
2024
Q1 		$1.02M Sell
26,387
-1,594
-6% -$59.9K 0.18% 126
2023
Q4 		$1.02M Buy
27,981
+2,930
+12% +$102K 0.22% 100
2023
Q3 		$851K Buy
25,051
+16,451
+191% +$572K 0.21% 108
2023
Q2 		$298K Sell
8,600
-4,740
-36% -$157K 0.07% 262
2023
Q1 		$431K Hold
13,340
– – 0.13% 200
2022
Q4 		$412K Buy
+13,340
New +$410K 0.13% 189

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return