LI
DJUL icon

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
-3,748
-5% -$176K 1.1% 26
2025
Q3 		$3.59M Sell
76,907
-9,795
-11% -$448K 1.18% 24
2025
Q2 		$3.85M Buy
86,702
+3,231
+4% +$135K 1.4% 20
2025
Q1 		$3.41M Buy
83,471
+19,687
+31% +$829K 1.64% 17
2024
Q4 		$2.68M Buy
+63,784
New +$2.67M 1.77% 15

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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 $471M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

LifeWealth Investments's DJUL Position: Q2 2026 in Review

LifeWealth Investments reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 0.53% in Q2 2026, selling an estimated $19.1K and leaving 73,130 shares worth $3.67M. The position accounts for 0.98% of the portfolio, ranked #27.

LifeWealth Investments first reported a position in DJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.85M in Q2 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • LifeWealth Investments held 73,130 shares of FT Vest US Equity Deep Buffer ETF July worth $3.67M as of Q2 2026.
  • LifeWealth Investments sold 387 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $19.1K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.98% of LifeWealth Investments's portfolio in Q2 2026, its #27 holding.
  • LifeWealth Investments first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's FT Vest US Equity Deep Buffer ETF July position peaked at $3.85M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.