Integrated Wealth Concepts’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Integrated Wealth Concepts’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	$443K	Buy	9,473 +4,973	+111%	+$237K	﹤0.01%	1612
2025 Q4	$214K	Sell	4,500 -4,973	-52%	-$234K	﹤0.01%	1489
2025 Q3	$442K	Buy	9,473 +1,873	+25%	+$85.7K	﹤0.01%	1423
2025 Q2	$338K	Buy	+7,600	New	+$317K	﹤0.01%	1492
2022 Q1	–	Sell	-30,693	Closed	-$1.03M	–	971
2021 Q4	$1.03M	Sell	30,693 -912	-3%	-$30.4K	0.03%	409
2021 Q3	$1.03M	Buy	+31,605	New	+$1.04M	0.03%	375

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

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

Integrated Wealth Concepts's DJUL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 111% in Q1 2026, buying an estimated $237K and bringing the position to 9,473 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Integrated Wealth Concepts first reported a position in DJUL in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2021. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Integrated Wealth Concepts held 9,473 shares of FT Vest US Equity Deep Buffer ETF July worth $443K as of Q1 2026.
Integrated Wealth Concepts bought 4,973 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $237K.
FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1612 holding.
Integrated Wealth Concepts first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2021 and has held it in 6 quarters since.
Integrated Wealth Concepts's FT Vest US Equity Deep Buffer ETF July position peaked at $1.03M in Q4 2021.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.