U.S. Capital Wealth Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

U.S. Capital 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
2022 Q2	–	Sell	-49,986	Closed	-$1.67M	–	684
2022 Q1	$1.67M	Sell	49,986 -3,915	-7%	-$129K	0.06%	305
2021 Q4	$1.82M	Hold	53,901	–	–	0.07%	282
2021 Q3	$1.76M	Buy	+53,901	New	+$1.77M	0.08%	272

Other funds holding DJUL

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $2.82B AUM 31.23% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return