Commonwealth Financial Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Commonwealth Financial 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	$7.25M	Sell	144,633 -5,850	-4%	-$288K	0.97%	21
2026 Q1	$7.03M	Buy	150,483 +2,869	+2%	+$137K	1.11%	25
2025 Q4	$7.02M	Sell	147,614 -358	-0.2%	-$16.8K	1.16%	27
2025 Q3	$6.91M	Sell	147,972 -1,004	-0.7%	-$45.9K	1.18%	28
2025 Q2	$6.62M	Sell	148,976 -3,142	-2%	-$131K	1.27%	29
2025 Q1	$6.22M	Sell	152,118 -21,662	-12%	-$913K	1.27%	25
2024 Q4	$7.3M	Buy	173,780 +5,833	+3%	+$245K	1.43%	23
2024 Q3	$6.91M	Buy	167,947 +9,933	+6%	+$399K	1.36%	24
2024 Q2	$6.3M	Buy	158,014 +24,931	+19%	+$971K	1.29%	26
2024 Q1	$4.86M	Hold	133,083	–	–	1.14%	25
2023 Q4	$4.86M	Sell	133,083 -549	-0.4%	-$19.2K	1.14%	25
2023 Q3	$4.54M	Buy	+133,632	New	+$4.64M	1.35%	24

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 22.96% 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 $471M AUM

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

RDFA

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

Commonwealth Financial Services's DJUL Position: Q2 2026 in Review

Commonwealth Financial Services reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 3.9% in Q2 2026, selling an estimated $288K and leaving 144,633 shares worth $7.25M. The position accounts for 0.97% of the portfolio, ranked #21.

Commonwealth Financial Services first reported a position in DJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.3M in Q4 2024. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Commonwealth Financial Services held 144,633 shares of FT Vest US Equity Deep Buffer ETF July worth $7.25M as of Q2 2026.
Commonwealth Financial Services sold 5,850 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $288K.
FT Vest US Equity Deep Buffer ETF July made up 0.97% of Commonwealth Financial Services's portfolio in Q2 2026, its #21 holding.
Commonwealth Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's FT Vest US Equity Deep Buffer ETF July position peaked at $7.3M in Q4 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.