LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

LifeWealth Investments’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	$3.67M	Sell	73,130 -387	-0.5%	-$19.1K	0.98%	27
2026 Q1	$3.44M	Buy	73,517 +358	+0.5%	+$17K	1.03%	27
2025 Q4	$3.48M	Sell	73,159 -80,655	-52%	-$3.79M	1.1%	26
2025 Q3	$7.18M	Sell	153,814 -15,201	-9%	-$695K	1.1%	24
2025 Q2	$7.51M	Sell	169,015 -236	-0.1%	-$9.84K	1.29%	20
2025 Q1	$6.92M	Buy	169,251 +105,467	+165%	+$4.44M	1.53%	18
2024 Q4	$2.68M	Buy	+63,784	New	+$2.67M	1.77%	15

Other funds holding DJUL

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return