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Patriot Financial Group Insurance Agency’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-15,096
Closed -$706K – 537
2026
Q1 		$706K Buy
15,096
+7,248
+92% +$345K 0.04% 373
2025
Q4 		$373K Sell
7,848
-1,333
-15% -$62.7K 0.04% 345
2025
Q3 		$429K Buy
+9,181
New +$420K 0.05% 313
2022
Q3 		– Sell
-86
Closed -$3K – 788
2022
Q2 		$3K Buy
+86
New +$2.73K ﹤0.01% 1624

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WW
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
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DJUL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2026, closing a stake of 15,096 shares — an estimated $706K sold.

Patriot Financial Group Insurance Agency first reported a position in DJUL in Q2 2022 and held it in 4 quarters. The position peaked at $706K in Q1 2026. 72 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15,096 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $706K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Deep Buffer ETF July in Q2 2022 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Deep Buffer ETF July position peaked at $706K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.