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Grantvest Financial Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Grantvest Financial Group’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
Q4 		– Sell
-5,126
Closed -$239K – 165
2025
Q3 		$239K Sell
5,126
-1,424
-22% -$65.1K 0.17% 137
2025
Q2 		$291K Hold
6,550
– – 0.22% 104
2025
Q1 		$268K Sell
6,550
-150
-2% -$6.32K 0.22% 104
2024
Q4 		$281K Buy
+6,700
New +$281K 0.31% 95

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Grantvest Financial Group's DJUL Position: Q4 2025 in Review

Grantvest Financial Group sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2025, closing a stake of 5,126 shares — an estimated $239K sold.

Grantvest Financial Group first reported a position in DJUL in Q4 2024 and held it in 4 quarters. The position peaked at $291K in Q2 2025. 116 funds tracked by Wall St. Rank hold DJUL as of Q4 2025.

  • Grantvest Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Grantvest Financial Group sold 5,126 FT Vest US Equity Deep Buffer ETF July shares in Q4 2025, an estimated $239K.
  • Grantvest Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2024 and held it in 4 quarters.
  • Grantvest Financial Group's FT Vest US Equity Deep Buffer ETF July position peaked at $291K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2025.

Based on Grantvest Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.