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Orion Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$278K Sell
6,796
-12
-0.2% -$506 ﹤0.01% 1660
2024
Q4 		$286K Sell
6,808
-12
-0.2% -$503 ﹤0.01% 1585
2024
Q3 		$282K Buy
6,820
+534
+8% +$21.5K ﹤0.01% 1542
2024
Q2 		$250K Sell
6,286
-2,949
-32% -$115K ﹤0.01% 1540
2024
Q1 		$357K Sell
9,235
-2,041
-18% -$76.7K ﹤0.01% 1396
2023
Q4 		$411K Buy
+11,276
New +$394K ﹤0.01% 1284

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Orion Portfolio Solutions's DJUL Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 0.18% in Q1 2025, selling an estimated $506 and leaving 6,796 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Orion Portfolio Solutions first reported a position in DJUL in Q4 2023 and has held it in 6 quarters since. The position peaked at $411K in Q4 2023. 106 funds tracked by Wall St. Rank hold DJUL as of Q1 2025.

  • Orion Portfolio Solutions held 6,796 shares of FT Vest US Equity Deep Buffer ETF July worth $278K as of Q1 2025.
  • Orion Portfolio Solutions sold 12 FT Vest US Equity Deep Buffer ETF July shares in Q1 2025, an estimated $506.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1660 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's FT Vest US Equity Deep Buffer ETF July position peaked at $411K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.