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

Compass 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 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 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

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

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

Compass Financial Management's DJUL Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1201 holding.
114 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.