OAJ
DJUL icon

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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return