Keystone Wealth Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Keystone Wealth Services’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	$209K	Buy	+4,159	New	+$205K	0.04%	315
2025 Q3	–	Sell	-7,357	Closed	-$327K	–	296
2025 Q2	$327K	Hold	7,357	–	–	0.08%	221
2025 Q1	$301K	Hold	7,357	–	–	0.08%	208
2024 Q4	$309K	Sell	7,357 -1,648	-18%	-$69.1K	0.08%	205
2024 Q3	$373K	Sell	9,005 -34	-0.4%	-$1.37K	0.1%	175
2024 Q2	$360K	Hold	9,039	–	–	0.11%	160
2024 Q1	$350K	Buy	9,039 +219	+2%	+$8.23K	0.11%	158
2023 Q4	$322K	Sell	8,820 -20	-0.2%	-$698	0.11%	162
2023 Q3	$300K	Buy	+8,840	New	+$307K	0.11%	161

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

Keystone Wealth Services's DJUL Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2026: 4,159 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #315 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in DJUL as recently as Q2 2025.

Keystone Wealth Services first reported a position in DJUL in Q3 2023 and has held it in 9 quarters since. The position peaked at $373K in Q3 2024. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Keystone Wealth Services held 4,159 shares of FT Vest US Equity Deep Buffer ETF July worth $209K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF July was a new Keystone Wealth Services position in Q2 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #315 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 9 quarters since.
Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF July position peaked at $373K in Q3 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.