Sunbelt Securities’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Sunbelt Securities’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 Q1	$1.09M	Sell	23,276 -2,047	-8%	-$97.4K	0.07%	239
2025 Q4	$1.2M	Hold	25,323	–	–	0.08%	203
2025 Q3	$1.18M	Sell	25,323 -18,531	-42%	-$848K	0.08%	209
2025 Q2	$1.84M	Buy	43,854 +14,764	+51%	+$616K	0.16%	114
2025 Q1	$1.19M	Sell	29,090 -14,764	-34%	-$622K	0.11%	165
2024 Q4	$1.85M	Hold	43,854	–	–	0.16%	114
2024 Q3	$1.82M	Buy	43,854 +5,384	+14%	+$217K	0.18%	117
2024 Q2	$1.53M	Buy	38,470 +1,496	+4%	+$58.3K	0.16%	130
2024 Q1	$1.43M	Sell	36,974 -761	-2%	-$28.6K	0.16%	129
2023 Q4	$1.38M	Buy	37,735 +14,164	+60%	+$494K	0.17%	134
2023 Q3	$801K	Buy	23,571 +19,704	+510%	+$685K	0.11%	203
2023 Q2	$134K	Hold	3,867	–	–	0.02%	563
2023 Q1	$124K	Buy	+3,867	New	+$122K	0.02%	532

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

CFS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sunbelt Securities's DJUL Position: Q1 2026 in Review

Sunbelt Securities reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 8.1% in Q1 2026, selling an estimated $97.4K and leaving 23,276 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #239.

Sunbelt Securities first reported a position in DJUL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.85M in Q4 2024. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Sunbelt Securities held 23,276 shares of FT Vest US Equity Deep Buffer ETF July worth $1.09M as of Q1 2026.
Sunbelt Securities sold 2,047 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $97.4K.
FT Vest US Equity Deep Buffer ETF July made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #239 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's FT Vest US Equity Deep Buffer ETF July position peaked at $1.85M in Q4 2024.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.