Prosperity Consulting Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Prosperity Consulting Group’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	$381K	Hold	7,595	–	–	0.01%	440
2026 Q1	$355K	Sell	7,595 -35	-0.5%	-$1.67K	0.02%	396
2025 Q4	$363K	Sell	7,630 -87	-1%	-$4.09K	0.02%	407
2025 Q3	$360K	Sell	7,717 -4,453	-37%	-$204K	0.02%	387
2025 Q2	$541K	Sell	12,170 -586	-5%	-$24.4K	0.04%	297
2025 Q1	$522K	Sell	12,756 -505	-4%	-$21.3K	0.04%	296
2024 Q4	$557K	Sell	13,261 -339	-2%	-$14.2K	0.04%	299
2024 Q3	$563K	Buy	13,600 +956	+8%	+$38.4K	0.04%	300
2024 Q2	$503K	Sell	12,644 -2,019	-14%	-$78.6K	0.07%	191
2024 Q1	$567K	Sell	14,663 -106	-0.7%	-$3.98K	0.07%	182
2023 Q4	$539K	Sell	14,769 -1,096	-7%	-$38.2K	0.18%	101
2023 Q3	$539K	Buy	+15,865	New	+$551K	0.25%	84

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Prosperity Consulting Group's DJUL Position: Q2 2026 in Review

Prosperity Consulting Group held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 7,595 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #440.

Prosperity Consulting Group first reported a position in DJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $567K in Q1 2024. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Prosperity Consulting Group held 7,595 shares of FT Vest US Equity Deep Buffer ETF July worth $381K as of Q2 2026.
Prosperity Consulting Group left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #440 holding.
Prosperity Consulting Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Prosperity Consulting Group's FT Vest US Equity Deep Buffer ETF July position peaked at $567K in Q1 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.