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Lifestyle Asset Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Lifestyle Asset Management’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
2024
Q2 		– Sell
-6,355
Closed -$246K – 102
2024
Q1 		$246K Sell
6,355
-823,263
-99% -$30.9M 0.15% 75
2023
Q4 		$30.3M Buy
829,618
+45,335
+6% +$1.58M 16.84% 1
2023
Q3 		$26.6M Buy
+784,283
New +$27.3M 16.16% 1

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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Lifestyle Asset Management's DJUL Position: Q2 2024 in Review

Lifestyle Asset Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2024, closing a stake of 6,355 shares — an estimated $246K sold.

Lifestyle Asset Management first reported a position in DJUL in Q3 2023 and held it in 3 quarters. The position peaked at $30.3M in Q4 2023. 79 funds tracked by Wall St. Rank hold DJUL as of Q2 2024.

  • Lifestyle Asset Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Lifestyle Asset Management sold 6,355 FT Vest US Equity Deep Buffer ETF July shares in Q2 2024, an estimated $246K.
  • Lifestyle Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 3 quarters.
  • Lifestyle Asset Management's FT Vest US Equity Deep Buffer ETF July position peaked at $30.3M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2024.

Based on Lifestyle Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.