CreativeOne Wealth’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

CreativeOne Wealth’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	$831K	Sell	16,581 -719	-4%	-$35.4K	0.02%	641
2026 Q1	$809K	Hold	17,300	–	–	0.02%	651
2025 Q4	$823K	Hold	17,300	–	–	0.02%	626
2025 Q3	$808K	Buy	17,300 +11,000	+175%	+$503K	0.02%	623
2025 Q2	$280K	Sell	6,300 -282	-4%	-$11.8K	0.01%	948
2025 Q1	$269K	Hold	6,582	–	–	0.01%	898
2024 Q4	$276K	Hold	6,582	–	–	0.01%	912
2024 Q3	$273K	Buy	+6,582	New	+$265K	0.01%	802
2022 Q4	–	Sell	-42,703	Closed	-$1.27M	–	744
2022 Q3	$1.27M	Buy	+42,703	New	+$1.33M	0.08%	227

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

CreativeOne Wealth's DJUL Position: Q2 2026 in Review

CreativeOne Wealth reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 4.2% in Q2 2026, selling an estimated $35.4K and leaving 16,581 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #641.

CreativeOne Wealth first reported a position in DJUL in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.27M in Q3 2022. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

CreativeOne Wealth held 16,581 shares of FT Vest US Equity Deep Buffer ETF July worth $831K as of Q2 2026.
CreativeOne Wealth sold 719 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $35.4K.
FT Vest US Equity Deep Buffer ETF July made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #641 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and has held it in 9 quarters since.
CreativeOne Wealth's FT Vest US Equity Deep Buffer ETF July position peaked at $1.27M in Q3 2022.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.