Ogorek Anthony Joseph’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Ogorek Anthony Joseph’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	$29.6M	Sell	589,876 -29,362	-5%	-$1.45M	7.34%	3
2026 Q1	$28.9M	Sell	619,238 -16,476	-3%	-$784K	7.93%	2
2025 Q4	$30.2M	Sell	635,714 -50,023	-7%	-$2.35M	8.32%	2
2025 Q3	$32M	Sell	685,737 -8,091	-1%	-$370K	9.16%	1
2025 Q2	$30.8M	Sell	693,828 -68,710	-9%	-$2.86M	9.52%	1
2025 Q1	$31.2M	Sell	762,538 -6,874	-0.9%	-$290K	10.26%	1
2024 Q4	$32.3M	Sell	769,412 -4,141	-0.5%	-$174K	10.27%	1
2024 Q3	$32M	Buy	773,553 +43,850	+6%	+$1.76M	10.99%	1
2024 Q2	$29M	Sell	729,703 -574,186	-44%	-$22.4M	10.09%	1
2024 Q1	$50.4M	Sell	1,303,889 -147,396	-10%	-$5.54M	17.52%	1
2023 Q4	$53M	Buy	1,451,285 +1,131,738	+354%	+$39.5M	19.25%	1
2023 Q3	$10.9M	Buy	+319,547	New	+$11.1M	4.28%	4

Other funds holding DJUL

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Ogorek Anthony Joseph's DJUL Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 4.7% in Q2 2026, selling an estimated $1.45M and leaving 589,876 shares worth $29.6M. The position accounts for 7.34% of the portfolio, ranked #3.

Ogorek Anthony Joseph first reported a position in DJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $53M in Q4 2023. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Ogorek Anthony Joseph held 589,876 shares of FT Vest US Equity Deep Buffer ETF July worth $29.6M as of Q2 2026.
Ogorek Anthony Joseph sold 29,362 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $1.45M.
FT Vest US Equity Deep Buffer ETF July made up 7.34% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #3 holding.
Ogorek Anthony Joseph first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Ogorek Anthony Joseph's FT Vest US Equity Deep Buffer ETF July position peaked at $53M in Q4 2023.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.