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

Spire 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
2026 Q2	$1.46M	Sell	29,040 -7,926	-21%	-$390K	0.04%	331
2026 Q1	$1.73M	Sell	36,966 -1,000	-3%	-$47.6K	0.06%	286
2025 Q4	$1.81M	Hold	37,966	–	–	0.06%	273
2025 Q3	$1.77M	Sell	37,966 -5,617	-13%	-$257K	0.06%	262
2025 Q2	$1.94M	Sell	43,583 -5,108	-10%	-$213K	0.07%	239
2025 Q1	$1.99M	Sell	48,691 -7,415	-13%	-$312K	0.06%	266
2024 Q4	$2.36M	Sell	56,106 -3,845	-6%	-$161K	0.07%	228
2024 Q3	$2.48M	Buy	59,951 +10,618	+22%	+$427K	0.08%	197
2024 Q2	$1.96M	Sell	49,333 -1,179	-2%	-$45.9K	0.07%	233
2024 Q1	$1.95M	Sell	50,512 -5,558	-10%	-$209K	0.04%	254
2023 Q4	$2.07M	Buy	56,070 +23,561	+72%	+$822K	0.07%	236
2023 Q3	$1.1M	Buy	+32,509	New	+$1.13M	0.04%	311

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

Spire Wealth Management's DJUL Position: Q2 2026 in Review

Spire Wealth Management reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 21% in Q2 2026, selling an estimated $390K and leaving 29,040 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #331.

Spire Wealth Management first reported a position in DJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.48M in Q3 2024. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Spire Wealth Management held 29,040 shares of FT Vest US Equity Deep Buffer ETF July worth $1.46M as of Q2 2026.
Spire Wealth Management sold 7,926 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $390K.
FT Vest US Equity Deep Buffer ETF July made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #331 holding.
Spire Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Spire Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $2.48M in Q3 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.