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MTM Investment Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

MTM Investment 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
Q2 		$301K Hold
6,000
– – 0.09% 175
2026
Q1 		$280K Hold
6,000
– – 0.09% 170
2025
Q4 		$285K Hold
6,000
– – 0.09% 171
2025
Q3 		$280K Hold
6,000
– – 0.09% 178
2025
Q2 		$267K Hold
6,000
– – 0.09% 171
2025
Q1 		$246K Hold
6,000
– – 0.1% 176
2024
Q4 		$252K Hold
6,000
– – 0.1% 170
2024
Q3 		$248K Buy
6,000
+5,000
+500% +$201K 0.1% 171
2024
Q2 		$39.8K Hold
1,000
– – 0.02% 219
2024
Q1 		$38.7K Hold
1,000
– – 0.02% 225
2023
Q4 		$36.5K Buy
+1,000
New +$34.9K 0.02% 216

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

MTM Investment Management's DJUL Position: Q2 2026 in Review

MTM Investment Management held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 6,000 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #175.

MTM Investment Management first reported a position in DJUL in Q4 2023 and has held it in 11 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • MTM Investment Management held 6,000 shares of FT Vest US Equity Deep Buffer ETF July worth $301K as of Q2 2026.
  • MTM Investment Management left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF July made up 0.09% of MTM Investment Management's portfolio in Q2 2026, its #175 holding.
  • MTM Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.