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Steward Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-125
Closed -$5.55K – 4286
2025
Q2 		$5.55K Hold
125
– – ﹤0.01% 3443
2025
Q1 		$5.11K Sell
125
-128
-51% -$5.39K ﹤0.01% 3376
2024
Q4 		$10.6K Hold
253
– – ﹤0.01% 3069
2024
Q3 		$10.5K Sell
253
-345
-58% -$13.9K ﹤0.01% 2929
2024
Q2 		$23.8K Hold
598
– – ﹤0.01% 2449
2024
Q1 		$23.1K Hold
598
– – ﹤0.01% 2459
2023
Q4 		$21.8K Hold
598
– – ﹤0.01% 2360
2023
Q3 		$20.3K Sell
598
-124
-17% -$4.31K ﹤0.01% 2301
2023
Q2 		$25.1K Sell
722
-16,307
-96% -$540K ﹤0.01% 2178
2023
Q1 		$551K Buy
17,029
+2,027
+14% +$64.2K 0.01% 889
2022
Q4 		$464K Buy
15,002
+7,781
+108% +$239K 0.01% 931
2022
Q3 		$214K Buy
+7,221
New +$224K ﹤0.01% 1172

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Steward Partners Investment Advisory's DJUL Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2025, closing a stake of 125 shares — an estimated $5.55K sold.

Steward Partners Investment Advisory first reported a position in DJUL in Q3 2022 and held it in 12 quarters. The position peaked at $551K in Q1 2023. 113 funds tracked by Wall St. Rank hold DJUL as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 125 FT Vest US Equity Deep Buffer ETF July shares in Q3 2025, an estimated $5.55K.
  • Steward Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2022 and held it in 12 quarters.
  • Steward Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF July position peaked at $551K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.