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

Cottage Street 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 Q2	$258K	Sell	5,139 -1,218	-19%	-$60K	0.1%	128
2026 Q1	$297K	Sell	6,357 -235	-4%	-$11.2K	0.13%	107
2025 Q4	$314K	Sell	6,592 -225	-3%	-$10.6K	0.13%	101
2025 Q3	$318K	Buy	+6,817	New	+$312K	0.14%	92

Other funds holding DJUL

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Cottage Street Advisors's DJUL Position: Q2 2026 in Review

Cottage Street Advisors reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 19% in Q2 2026, selling an estimated $60K and leaving 5,139 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #128.

Cottage Street Advisors first reported a position in DJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q3 2025. 51 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Cottage Street Advisors held 5,139 shares of FT Vest US Equity Deep Buffer ETF July worth $258K as of Q2 2026.
Cottage Street Advisors sold 1,218 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $60K.
FT Vest US Equity Deep Buffer ETF July made up 0.1% of Cottage Street Advisors's portfolio in Q2 2026, its #128 holding.
Cottage Street Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
Cottage Street Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $318K in Q3 2025.
51 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.