Meridian Wealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Meridian Wealth 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
2026 Q1	–	Sell	-4,550	Closed	-$216K	–	787
2025 Q4	$216K	Hold	4,550	–	–	0.01%	704
2025 Q3	$212K	Sell	4,550 -715	-14%	-$32.7K	0.01%	666
2025 Q2	$234K	Hold	5,265	–	–	0.01%	612
2025 Q1	$215K	Buy	5,265 +55	+1%	+$2.32K	0.01%	590
2024 Q4	$219K	Hold	5,210	–	–	0.01%	588
2024 Q3	$216K	Sell	5,210 -1,660	-24%	-$66.8K	0.01%	597
2024 Q2	$273K	Buy	+6,870	New	+$268K	0.03%	247
2024 Q1	–	Sell	-8,185	Closed	-$298K	–	272
2023 Q4	$298K	Buy	8,185 +175	+2%	+$6.11K	0.02%	503
2023 Q3	$272K	Sell	8,010 -840	-9%	-$29.2K	0.02%	466
2023 Q2	$307K	Sell	8,850 -1,180	-12%	-$39.1K	0.03%	431
2023 Q1	$324K	Sell	10,030 -1,400	-12%	-$44.3K	0.03%	407
2022 Q4	$353K	Sell	11,430 -824	-7%	-$25.3K	0.03%	378
2022 Q3	$363K	Sell	12,254 -9,445	-44%	-$293K	0.04%	328
2022 Q2	$666K	Buy	+21,699	New	+$690K	0.05%	293

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

Meridian Wealth Management's DJUL Position: Q1 2026 in Review

Meridian Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2026, closing a stake of 4,550 shares — an estimated $216K sold.

Meridian Wealth Management first reported a position in DJUL in Q2 2022 and held it in 14 quarters. The position peaked at $666K in Q2 2022. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Meridian Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Meridian Wealth Management sold 4,550 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $216K.
Meridian Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2022 and held it in 14 quarters.
Meridian Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $666K in Q2 2022.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.