PWPS
DJUL icon

Pinnacle Wealth Planning Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$871K Sell
18,635
-1,000
-5% -$47.6K 0.09% 121
2025
Q4 		$934K Sell
19,635
-627
-3% -$29.5K 0.1% 107
2025
Q3 		$946K Hold
20,262
– – 0.11% 106
2025
Q2 		$900K Hold
20,262
– – 0.12% 101
2025
Q1 		$829K Hold
20,262
– – 0.12% 94
2024
Q4 		$851K Hold
20,262
– – 0.13% 94
2024
Q3 		$839K Sell
20,262
-1,835
-8% -$73.8K 0.11% 116
2024
Q2 		$879K Sell
22,097
-15,800
-42% -$615K 0.13% 103
2024
Q1 		$1.47M Buy
37,897
+3,000
+9% +$113K 0.21% 72
2023
Q4 		$1.27M Buy
34,897
+19,872
+132% +$693K 0.2% 77
2023
Q3 		$510K Buy
+15,025
New +$522K 0.08% 155

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
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