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

OneAscent Financial Services’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
2025
Q3 		– Sell
-37,304
Closed -$1.66M – 499
2025
Q2 		$1.66M Buy
+37,304
New +$1.56M 0.12% 119

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

OneAscent Financial Services's DJUL Position: Q3 2025 in Review

OneAscent Financial Services sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2025, closing a stake of 37,304 shares — an estimated $1.66M sold.

OneAscent Financial Services first reported a position in DJUL in Q2 2025 and held it in 1 quarter. The position peaked at $1.66M in Q2 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q3 2025.

  • OneAscent Financial Services reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 37,304 FT Vest US Equity Deep Buffer ETF July shares in Q3 2025, an estimated $1.66M.
  • OneAscent Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2025 and held it in 1 quarter.
  • OneAscent Financial Services's FT Vest US Equity Deep Buffer ETF July position peaked at $1.66M in Q2 2025.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.