Newbridge Financial Services Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Newbridge Financial Services Group’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	$31.6K	Hold	630	–	–	﹤0.01%	597
2026 Q1	$29.4K	Hold	630	–	–	﹤0.01%	556
2025 Q4	$30K	Hold	630	–	–	﹤0.01%	550
2025 Q3	$29.4K	Hold	630	–	–	﹤0.01%	644
2025 Q2	$28K	Hold	630	–	–	﹤0.01%	634
2025 Q1	$25.8K	Hold	630	–	–	0.01%	497
2024 Q4	$26.4K	Hold	630	–	–	0.01%	543
2024 Q3	$26.1K	Buy	+630	New	+$25.3K	0.01%	335

Other funds holding DJUL

OAJ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Newbridge Financial Services Group's DJUL Position: Q2 2026 in Review

Newbridge Financial Services Group held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 630 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Newbridge Financial Services Group first reported a position in DJUL in Q3 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Newbridge Financial Services Group held 630 shares of FT Vest US Equity Deep Buffer ETF July worth $31.6K as of Q2 2026.
Newbridge Financial Services Group 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 ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #597 holding.
Newbridge Financial Services Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.