Oakmont Advisory Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Oakmont Advisory 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	$88.3K	Buy	+1,762	New	+$86.8K	0.07%	147
2026 Q1	–	Sell	-11,021	Closed	-$524K	–	121
2025 Q4	$524K	Buy	+11,021	New	+$518K	0.56%	46

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

Oakmont Advisory Group's DJUL Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2026: 1,762 shares worth $88.3K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings. This is a return to the name: Oakmont Advisory Group previously reported a position in DJUL as recently as Q4 2025.

Oakmont Advisory Group first reported a position in DJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $524K in Q4 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Oakmont Advisory Group held 1,762 shares of FT Vest US Equity Deep Buffer ETF July worth $88.3K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF July was a new Oakmont Advisory Group position in Q2 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.07% of Oakmont Advisory Group's portfolio in Q2 2026, its #147 holding.
Oakmont Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
Oakmont Advisory Group's FT Vest US Equity Deep Buffer ETF July position peaked at $524K in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.