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Sequent Planning’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Sequent Planning’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 		$234K Sell
5,006
-215
-4% -$10.2K 0.06% 219
2025
Q4 		$248K Sell
5,221
-265
-5% -$12.5K 0.06% 192
2025
Q3 		$256K Buy
+5,486
New +$251K 0.07% 173
2024
Q4 		– Sell
-19,563
Closed -$810K – 144
2024
Q3 		$810K Buy
19,563
+12,373
+172% +$498K 0.28% 63
2024
Q2 		$286K Hold
7,190
– – 0.1% 115
2024
Q1 		$278K Buy
+7,190
New +$270K 0.1% 117

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

Sequent Planning's DJUL Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 4.1% in Q1 2026, selling an estimated $10.2K and leaving 5,006 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #219.

Sequent Planning first reported a position in DJUL in Q1 2024 and has held it in 6 quarters since. The position peaked at $810K in Q3 2024. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

  • Sequent Planning held 5,006 shares of FT Vest US Equity Deep Buffer ETF July worth $234K as of Q1 2026.
  • Sequent Planning sold 215 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $10.2K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.06% of Sequent Planning's portfolio in Q1 2026, its #219 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2024 and has held it in 6 quarters since.
  • Sequent Planning's FT Vest US Equity Deep Buffer ETF July position peaked at $810K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.