EWM
DJUL icon

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

Evolution 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
2026
Q2 		$520K Sell
10,377
-225
-2% -$11.1K 0.31% 61
2026
Q1 		$496K Sell
10,602
-684
-6% -$32.6K 0.36% 47
2025
Q4 		$537K Sell
11,286
-67
-0.6% -$3.15K 0.44% 43
2025
Q3 		$530K Hold
11,353
– – 0.54% 41
2025
Q2 		$504K Buy
+11,353
New +$473K 0.62% 33

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 22.96% 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 $471M AUM
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

Evolution Wealth Management's DJUL Position: Q2 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 2.1% in Q2 2026, selling an estimated $11.1K and leaving 10,377 shares worth $520K. The position accounts for 0.31% of the portfolio, ranked #61.

Evolution Wealth Management first reported a position in DJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $537K in Q4 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • Evolution Wealth Management held 10,377 shares of FT Vest US Equity Deep Buffer ETF July worth $520K as of Q2 2026.
  • Evolution Wealth Management sold 225 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $11.1K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.31% of Evolution Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $537K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.