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

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return