LVZ Inc’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

LVZ Inc’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	–	Sell	-8,638	Closed	-$411K	–	166
2025 Q4	$411K	Hold	8,638	–	–	0.05%	112
2025 Q3	$403K	Hold	8,638	–	–	0.05%	111
2025 Q2	$384K	Hold	8,638	–	–	0.05%	104
2025 Q1	$353K	Hold	8,638	–	–	0.05%	101
2024 Q4	$363K	Hold	8,638	–	–	0.05%	96
2024 Q3	$358K	Hold	8,638	–	–	0.05%	96
2024 Q2	$344K	Buy	8,638 +150	+2%	+$5.84K	0.05%	88
2024 Q1	$328K	Hold	8,488	–	–	0.04%	93
2023 Q4	$310K	Buy	8,488 +2,117	+33%	+$73.9K	0.04%	99
2023 Q3	$216K	Hold	6,371	–	–	0.03%	113
2023 Q2	$221K	Hold	6,371	–	–	0.03%	134
2023 Q1	$206K	Buy	+6,371	New	+$202K	0.03%	138

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LVZ Inc's DJUL Position: Q1 2026 in Review

LVZ Inc sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2026, closing a stake of 8,638 shares — an estimated $411K sold.

LVZ Inc first reported a position in DJUL in Q1 2023 and held it in 12 quarters. The position peaked at $411K in Q4 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

LVZ Inc reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2026 after selling out during the quarter.
LVZ Inc sold 8,638 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $411K.
LVZ Inc first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2023 and held it in 12 quarters.
LVZ Inc's FT Vest US Equity Deep Buffer ETF July position peaked at $411K 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 LVZ Inc's 13F filing for Q1 2026, filed 28 Apr 2026.