Kovack Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Kovack Advisors’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	$1.28M	Hold	27,174	–	–	0.07%	283
2025 Q4	$1.29M	Buy	27,174 +3,234	+14%	+$152K	0.06%	296
2025 Q3	$1.12M	Buy	+23,940	New	+$1.1M	0.11%	183
2023 Q2	–	Sell	-12,000	Closed	-$388K	–	596
2023 Q1	$388K	Hold	12,000	–	–	0.05%	344
2022 Q4	$371K	Hold	12,000	–	–	0.05%	351
2022 Q3	$356K	Buy	+12,000	New	+$373K	0.05%	369

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

Kovack Advisors's DJUL Position: Q1 2026 in Review

Kovack Advisors held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q1 2026 at 27,174 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #283.

Kovack Advisors first reported a position in DJUL in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Kovack Advisors held 27,174 shares of FT Vest US Equity Deep Buffer ETF July worth $1.28M as of Q1 2026.
Kovack Advisors left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.07% of Kovack Advisors's portfolio in Q1 2026, its #283 holding.
Kovack Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and has held it in 6 quarters since.
Kovack Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $1.29M in Q4 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.