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

SOA Wealth Advisors’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	$9.93K	Hold	198	–	–	﹤0.01%	615
2026 Q1	$9.26K	Sell	198 -1,225	-86%	-$58.3K	﹤0.01%	602
2025 Q4	$67.7K	Hold	1,423	–	–	0.01%	321
2025 Q3	$66.4K	Hold	1,423	–	–	0.01%	340
2025 Q2	$63.2K	Hold	1,423	–	–	0.01%	329
2025 Q1	$58.2K	Hold	1,423	–	–	0.01%	324
2024 Q4	$59.7K	Hold	1,423	–	–	0.01%	310
2024 Q3	$58.9K	Buy	1,423 +1,108	+352%	+$44.6K	0.01%	301
2024 Q2	$12.5K	Hold	315	–	–	﹤0.01%	506
2024 Q1	$12.2K	Hold	315	–	–	﹤0.01%	511
2023 Q4	$11.5K	Hold	315	–	–	﹤0.01%	508
2023 Q3	$10.7K	Hold	315	–	–	﹤0.01%	515
2023 Q2	$10.9K	Hold	315	–	–	﹤0.01%	522
2023 Q1	$10.2K	Hold	315	–	–	﹤0.01%	520
2022 Q4	$9.74K	Hold	315	–	–	﹤0.01%	522
2022 Q3	$9K	Buy	+315	New	+$9.79K	﹤0.01%	522

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

SOA Wealth Advisors's DJUL Position: Q2 2026 in Review

SOA Wealth Advisors held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 198 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

SOA Wealth Advisors first reported a position in DJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $67.7K in Q4 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

SOA Wealth Advisors held 198 shares of FT Vest US Equity Deep Buffer ETF July worth $9.93K as of Q2 2026.
SOA Wealth Advisors 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 SOA Wealth Advisors's portfolio in Q2 2026, its #615 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
SOA Wealth Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $67.7K in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.