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

Five Pine 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	$276K	Sell	5,507 -344	-6%	-$16.9K	0.16%	39
2026 Q1	$273K	Hold	5,851	–	–	0.17%	38
2025 Q4	$278K	Sell	5,851 -20	-0.3%	-$941	0.18%	36
2025 Q3	$274K	Buy	5,871 +1,149	+24%	+$52.6K	0.19%	35
2025 Q2	$210K	Sell	4,722 -337	-7%	-$14.1K	0.16%	39
2025 Q1	$207K	Hold	5,059	–	–	0.17%	38
2024 Q4	$212K	Buy	+5,059	New	+$212K	0.18%	38

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

Five Pine Wealth Management's DJUL Position: Q2 2026 in Review

Five Pine Wealth Management reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 5.9% in Q2 2026, selling an estimated $16.9K and leaving 5,507 shares worth $276K. The position accounts for 0.16% of the portfolio, ranked #39.

Five Pine Wealth Management first reported a position in DJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q4 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Five Pine Wealth Management held 5,507 shares of FT Vest US Equity Deep Buffer ETF July worth $276K as of Q2 2026.
Five Pine Wealth Management sold 344 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $16.9K.
FT Vest US Equity Deep Buffer ETF July made up 0.16% of Five Pine Wealth Management's portfolio in Q2 2026, its #39 holding.
Five Pine Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Five Pine Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $278K 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 Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.