DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

DHJJ Financial Advisors’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$627K	Sell	10,534 -229	-2%	-$13.3K	0.18%	97
2026 Q1	$589K	Sell	10,763 -100	-0.9%	-$5.59K	0.2%	90
2025 Q4	$607K	Sell	10,863 -114	-1%	-$6.29K	0.2%	89
2025 Q3	$601K	Buy	10,977 +1,256	+13%	+$67K	0.2%	88
2025 Q2	$503K	Sell	9,721 -994	-9%	-$48.2K	0.18%	95
2025 Q1	$510K	Sell	10,715 -920	-8%	-$45.2K	0.21%	86
2024 Q4	$570K	Sell	11,635 -743	-6%	-$36.3K	0.22%	82
2024 Q3	$596K	Buy	12,378 +663	+6%	+$30.9K	0.24%	79
2024 Q2	$540K	Sell	11,715 -2,520	-18%	-$113K	0.23%	81
2024 Q1	$633K	Sell	14,235 -590	-4%	-$25.4K	0.28%	66
2023 Q4	$617K	Sell	14,825 -1,010	-6%	-$40K	0.29%	64
2023 Q3	$607K	Buy	15,835 +699	+5%	+$27.5K	0.31%	62
2023 Q2	$590K	Sell	15,136 -162	-1%	-$5.99K	0.31%	66
2023 Q1	$553K	Buy	15,298 +280	+2%	+$9.93K	0.3%	71
2022 Q4	$515K	Sell	15,018 -665	-4%	-$22.7K	0.3%	72
2022 Q3	$509K	Buy	15,683 +802	+5%	+$27.8K	0.3%	71
2022 Q2	$492K	Hold	14,881	–	–	0.27%	73
2022 Q1	$538K	Hold	14,881	–	–	0.26%	79
2021 Q4	$544K	Sell	14,881 -416	-3%	-$14.9K	0.26%	73
2021 Q3	$530K	Buy	15,297 +2,395	+19%	+$83.9K	0.27%	70
2021 Q2	$446K	Hold	12,902	–	–	0.24%	80
2021 Q1	$439K	Hold	12,902	–	–	0.25%	72
2020 Q4	$426K	Buy	+12,902	New	+$414K	0.27%	69

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DHJJ Financial Advisors's FJUL Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.1% in Q2 2026, selling an estimated $13.3K and leaving 10,534 shares worth $627K. The position accounts for 0.18% of the portfolio, ranked #97.

DHJJ Financial Advisors first reported a position in FJUL in Q4 2020 and has held it in 23 quarters since. The position peaked at $633K in Q1 2024. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

DHJJ Financial Advisors held 10,534 shares of FT Vest US Equity Buffer ETF July worth $627K as of Q2 2026.
DHJJ Financial Advisors sold 229 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $13.3K.
FT Vest US Equity Buffer ETF July made up 0.18% of DHJJ Financial Advisors's portfolio in Q2 2026, its #97 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Buffer ETF July position peaked at $633K in Q1 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.