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

Falcon Wealth Planning’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	$1.02M	Hold	20,373	–	–	0.06%	98
2026 Q1	$952K	Sell	20,373 -6	-0%	-$286	0.06%	89
2025 Q4	$969K	Hold	20,379	–	–	0.08%	78
2025 Q3	$952K	Buy	+20,379	New	+$932K	0.09%	78

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

Falcon Wealth Planning's DJUL Position: Q2 2026 in Review

Falcon Wealth Planning held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 20,373 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #98.

Falcon Wealth Planning first reported a position in DJUL in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Falcon Wealth Planning held 20,373 shares of FT Vest US Equity Deep Buffer ETF July worth $1.02M as of Q2 2026.
Falcon Wealth Planning left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.06% of Falcon Wealth Planning's portfolio in Q2 2026, its #98 holding.
Falcon Wealth Planning first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.