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Schwallier Wealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Schwallier Wealth Management’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
Q2 		– Sell
-11,612
Closed -$475K – 61
2025
Q1 		$475K Buy
11,612
+4,582
+65% +$193K 0.35% 31
2024
Q4 		$295K Sell
7,030
-2,500
-26% -$105K 0.22% 31
2024
Q3 		$395K Buy
+9,530
New +$383K 0.28% 26

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 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 $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Schwallier Wealth Management's DJUL Position: Q2 2025 in Review

Schwallier Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q2 2025, closing a stake of 11,612 shares — an estimated $475K sold.

Schwallier Wealth Management first reported a position in DJUL in Q3 2024 and held it in 3 quarters. The position peaked at $475K in Q1 2025. 103 funds tracked by Wall St. Rank hold DJUL as of Q2 2025.

  • Schwallier Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 11,612 FT Vest US Equity Deep Buffer ETF July shares in Q2 2025, an estimated $475K.
  • Schwallier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2024 and held it in 3 quarters.
  • Schwallier Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $475K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2025.

Based on Schwallier Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.