Ritter Daniher Financial Advisory’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Ritter Daniher Financial Advisory’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	$5.11M	Sell	101,806 -7,692	-7%	-$379K	0.78%	22
2026 Q1	$5.12M	Sell	109,498 -10,636	-9%	-$506K	0.87%	20
2025 Q4	$5.71M	Sell	120,134 -7,182	-6%	-$338K	0.96%	21
2025 Q3	$5.95M	Buy	+127,316	New	+$5.82M	1.05%	20

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

Ritter Daniher Financial Advisory's DJUL Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 7% in Q2 2026, selling an estimated $379K and leaving 101,806 shares worth $5.11M. The position accounts for 0.78% of the portfolio, ranked #22.

Ritter Daniher Financial Advisory first reported a position in DJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.95M in Q3 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Ritter Daniher Financial Advisory held 101,806 shares of FT Vest US Equity Deep Buffer ETF July worth $5.11M as of Q2 2026.
Ritter Daniher Financial Advisory sold 7,692 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $379K.
FT Vest US Equity Deep Buffer ETF July made up 0.78% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #22 holding.
Ritter Daniher Financial Advisory first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
Ritter Daniher Financial Advisory's FT Vest US Equity Deep Buffer ETF July position peaked at $5.95M in Q3 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.