UBS Group
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UBS Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

UBS Group’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 		$5.14K Sell
110
-382
-78% -$18.2K ﹤0.01% 8831
2025
Q4 		$23.4K Buy
+492
New +$23.1K ﹤0.01% 7682
2025
Q3 		– Sell
-9,965
Closed -$443K – 10421
2025
Q2 		$443K Buy
9,965
+3,559
+56% +$148K ﹤0.01% 6110
2025
Q1 		$262K Buy
6,406
+6,367
+16,326% +$268K ﹤0.01% 6354
2024
Q4 		$1.64K Sell
39
-1,617
-98% -$67.8K ﹤0.01% 9192
2024
Q3 		$68.6K Buy
1,656
+1,257
+315% +$50.6K ﹤0.01% 6618
2024
Q2 		$15.9K Sell
399
-2,642
-87% -$103K ﹤0.01% 7455
2024
Q1 		$118K Buy
3,041
+1,873
+160% +$70.4K ﹤0.01% 6145
2023
Q4 		$42.6K Buy
+1,168
New +$40.8K ﹤0.01% 6637
2023
Q3 		– Sell
-4,139
Closed -$144K – 9555
2023
Q2 		$144K Sell
4,139
-2,716
-40% -$89.9K ﹤0.01% 5719
2023
Q1 		$222K Buy
6,855
+4,936
+257% +$156K ﹤0.01% 5310
2022
Q4 		$59.3K Sell
1,919
-1,080
-36% -$33.2K ﹤0.01% 6595
2022
Q3 		$89K Buy
+2,999
New +$93.2K ﹤0.01% 5803
2022
Q2 		– Sell
-2
Closed – – 10422
2022
Q1 		$0 Sell
2
-1,013
-100% -$33.5K ﹤0.01% 10368
2021
Q4 		$34K Sell
1,015
-188
-16% -$6.26K ﹤0.01% 7258
2021
Q3 		$39K Sell
1,203
-4,636
-79% -$152K ﹤0.01% 6535
2021
Q2 		$190K Buy
5,839
+5,127
+720% +$166K ﹤0.01% 5388
2021
Q1 		$23K Buy
+712
New +$22.7K ﹤0.01% 7236

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
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
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

UBS Group's DJUL Position: Q1 2026 in Review

UBS Group reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 78% in Q1 2026, selling an estimated $18.2K and leaving 110 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #8831.

UBS Group first reported a position in DJUL in Q1 2021 and has held it in 18 quarters since. The position peaked at $443K in Q2 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

  • UBS Group held 110 shares of FT Vest US Equity Deep Buffer ETF July worth $5.14K as of Q1 2026.
  • UBS Group sold 382 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $18.2K.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8831 holding.
  • UBS Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2021 and has held it in 18 quarters since.
  • UBS Group's FT Vest US Equity Deep Buffer ETF July position peaked at $443K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.