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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
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 $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Keystone Wealth Services's DJUL Position: Q3 2025 in Review

Keystone Wealth Services sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2025, closing a stake of 7,357 shares — an estimated $327K sold.

Keystone Wealth Services first reported a position in DJUL in Q3 2023 and held it in 8 quarters. The position peaked at $373K in Q3 2024. 113 funds tracked by Wall St. Rank hold DJUL as of Q3 2025.

  • Keystone Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 7,357 FT Vest US Equity Deep Buffer ETF July shares in Q3 2025, an estimated $327K.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 8 quarters.
  • Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF July position peaked at $373K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.