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

SMART Wealth’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	$1.81M	Buy	36,052 +5,902	+20%	+$291K	0.39%	86
2026 Q1	$1.41M	Buy	30,150 +2,739	+10%	+$130K	0.41%	78
2025 Q4	$1.3M	Sell	27,411 -2,415	-8%	-$114K	0.4%	78
2025 Q3	$1.39M	Sell	29,826 -2,153	-7%	-$98.5K	0.53%	61
2025 Q2	$1.42M	Sell	31,979 -1,100	-3%	-$45.9K	0.45%	72
2025 Q1	$1.35M	Sell	33,079 -8,350	-20%	-$352K	0.48%	61
2024 Q4	$1.74M	Buy	41,429 +24,516	+145%	+$1.03M	0.62%	52
2024 Q3	$700K	Buy	16,913 +4,200	+33%	+$169K	0.27%	79
2024 Q2	$506K	Buy	12,713 +6,743	+113%	+$263K	0.2%	77
2024 Q1	$231K	Sell	5,970 -9	-0.2%	-$338	0.1%	100
2023 Q4	$218K	Sell	5,979 -63,380	-91%	-$2.21M	0.12%	77
2023 Q3	$2.36M	Buy	69,359 +5,269	+8%	+$183K	1.77%	17
2023 Q2	$2.22M	Sell	64,090 -37,999	-37%	-$1.26M	1.68%	16
2023 Q1	$3.3M	Sell	102,089 -16,070	-14%	-$509K	2.91%	8
2022 Q4	$3.65M	Buy	+118,159	New	+$3.63M	2.75%	9

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 22.9% 1-Year Est. Return

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

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 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 $151M AUM 17.14% 1-Year Est. Return

SMART Wealth's DJUL Position: Q2 2026 in Review

SMART Wealth increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 20% in Q2 2026, buying an estimated $291K and bringing the position to 36,052 shares worth $1.81M. The position accounts for 0.39% of the portfolio, ranked #86.

SMART Wealth first reported a position in DJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q4 2022. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

SMART Wealth held 36,052 shares of FT Vest US Equity Deep Buffer ETF July worth $1.81M as of Q2 2026.
SMART Wealth bought 5,902 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $291K.
FT Vest US Equity Deep Buffer ETF July made up 0.39% of SMART Wealth's portfolio in Q2 2026, its #86 holding.
SMART Wealth first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
SMART Wealth's FT Vest US Equity Deep Buffer ETF July position peaked at $3.65M in Q4 2022.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.