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

EPG Wealth 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
2025 Q2	–	Sell	-13,000	Closed	-$532K	–	338
2025 Q1	$532K	Hold	13,000	–	–	0.15%	160
2024 Q4	$546K	Hold	13,000	–	–	0.14%	152
2024 Q3	$538K	Buy	+13,000	New	+$523K	0.14%	158
2024 Q2	–	Sell	-24,000	Closed	-$935K	–	164
2024 Q1	$928K	Hold	24,000	–	–	0.23%	114
2023 Q4	$898K	Hold	24,000	–	–	0.24%	112
2023 Q3	$815K	Buy	24,000 +16,300	+212%	+$567K	0.25%	103
2023 Q2	$267K	Hold	7,700	–	–	0.08%	202
2023 Q1	$249K	Hold	7,700	–	–	0.08%	206
2022 Q4	$238K	Hold	7,700	–	–	0.09%	189
2022 Q3	$228K	Hold	7,700	–	–	0.09%	185
2022 Q2	$236K	Sell	7,700 -1,200	-13%	-$38.2K	0.1%	188
2022 Q1	$298K	Buy	8,900 +1,200	+16%	+$39.7K	0.1%	173
2021 Q4	$259K	Hold	7,700	–	–	0.09%	193
2021 Q3	$251K	Buy	+7,700	New	+$253K	0.1%	178

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

EPG Wealth Management's DJUL Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2025, closing a stake of 13,000 shares — an estimated $532K sold.

EPG Wealth Management first reported a position in DJUL in Q3 2021 and held it in 14 quarters. The position peaked at $928K in Q1 2024. 103 funds tracked by Wall St. Rank hold DJUL as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 13,000 FT Vest US Equity Deep Buffer ETF July shares in Q2 2025, an estimated $532K.
EPG Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2021 and held it in 14 quarters.
EPG Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $928K in Q1 2024.
103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.