Legacy Capital Wealth Partners’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Legacy Capital Wealth Partners’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	$258K	Hold	5,137	–	–	0.05%	326
2026 Q1	$240K	Hold	5,137	–	–	0.05%	335
2025 Q4	$244K	Hold	5,137	–	–	0.05%	332
2025 Q3	$240K	Hold	5,137	–	–	0.05%	339
2025 Q2	$228K	Hold	5,137	–	–	0.05%	344
2025 Q1	$210K	Hold	5,137	–	–	0.05%	334
2024 Q4	$216K	Hold	5,137	–	–	0.05%	324
2024 Q3	$213K	Buy	+5,137	New	+$207K	0.04%	334

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 22.9% 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 $493M AUM 21.19% 1-Year Est. Return

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

Legacy Capital Wealth Partners's DJUL Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 5,137 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #326.

Legacy Capital Wealth Partners first reported a position in DJUL in Q3 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Legacy Capital Wealth Partners held 5,137 shares of FT Vest US Equity Deep Buffer ETF July worth $258K as of Q2 2026.
Legacy Capital Wealth Partners left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #326 holding.
Legacy Capital Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.