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

Holistic 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
Q1 		$448K Sell
9,579
-590
-6% -$28.1K 0.09% 196
2025
Q4 		$484K Sell
10,169
-543
-5% -$25.5K 0.1% 163
2025
Q3 		$500K Buy
10,712
+4,966
+86% +$227K 0.13% 125
2025
Q2 		$255K Hold
5,746
– – 0.07% 188
2025
Q1 		$235K Buy
5,746
+110
+2% +$4.63K 0.08% 168
2024
Q4 		$237K Buy
+5,636
New +$236K 0.09% 154

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning's DJUL Position: Q1 2026 in Review

Holistic Planning reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 5.8% in Q1 2026, selling an estimated $28.1K and leaving 9,579 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #196.

Holistic Planning first reported a position in DJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $500K in Q3 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

  • Holistic Planning held 9,579 shares of FT Vest US Equity Deep Buffer ETF July worth $448K as of Q1 2026.
  • Holistic Planning sold 590 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $28.1K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #196 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Holistic Planning's FT Vest US Equity Deep Buffer ETF July position peaked at $500K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.