Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Clear Creek Financial 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
2026 Q1	$309K	Sell	6,610 -1,200	-15%	-$57.1K	0.02%	492
2025 Q4	$372K	Hold	7,810	–	–	0.03%	445
2025 Q3	$365K	Sell	7,810 -2,190	-22%	-$100K	0.03%	437
2025 Q2	$444K	Sell	10,000 -2,060	-17%	-$85.9K	0.04%	368
2025 Q1	$493K	Sell	12,060 -2,453	-17%	-$103K	0.05%	310
2024 Q4	$609K	Sell	14,513 -10,227	-41%	-$429K	0.07%	262
2024 Q3	$1.02M	Buy	24,740 +4,795	+24%	+$193K	0.12%	168
2024 Q2	$794K	Sell	19,945 -2,139	-10%	-$83.3K	0.1%	189
2024 Q1	$854K	Sell	22,084 -2,504	-10%	-$94.1K	0.11%	173
2023 Q4	$897K	Buy	24,588 +3,751	+18%	+$131K	0.14%	127
2023 Q3	$708K	Buy	20,837 +1,846	+10%	+$64.2K	0.12%	137
2023 Q2	$659K	Buy	18,991 +3,051	+19%	+$101K	0.11%	145
2023 Q1	$516K	Sell	15,940 -7,632	-32%	-$242K	0.1%	154
2022 Q4	$729K	Buy	23,572 +5	+0%	+$154	0.16%	121
2022 Q3	$699K	Buy	23,567 +1,291	+6%	+$40.1K	0.15%	115
2022 Q2	$683K	Buy	22,276 +5,470	+33%	+$174K	0.14%	128
2022 Q1	$562K	Buy	+16,806	New	+$556K	0.09%	174

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

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

Clear Creek Financial Management's DJUL Position: Q1 2026 in Review

Clear Creek Financial Management reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 15% in Q1 2026, selling an estimated $57.1K and leaving 6,610 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #492.

Clear Creek Financial Management first reported a position in DJUL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.02M in Q3 2024. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Clear Creek Financial Management held 6,610 shares of FT Vest US Equity Deep Buffer ETF July worth $309K as of Q1 2026.
Clear Creek Financial Management sold 1,200 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $57.1K.
FT Vest US Equity Deep Buffer ETF July made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #492 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2022 and has held it in 17 quarters since.
Clear Creek Financial Management's FT Vest US Equity Deep Buffer ETF July position peaked at $1.02M in Q3 2024.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.