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

EP Wealth 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 		$230K Buy
+4,594
New +$226K ﹤0.01% 1442
2025
Q2 		$181K Buy
+4,085
New +$170K ﹤0.01% 1281

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
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 $493M AUM 21.19% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

EP Wealth Advisors's DJUL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2026: 4,594 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DJUL as recently as Q2 2025.

EP Wealth Advisors first reported a position in DJUL in Q2 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • EP Wealth Advisors held 4,594 shares of FT Vest US Equity Deep Buffer ETF July worth $230K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF July was a new EP Wealth Advisors position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1442 holding.
  • EP Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.