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

United Advisor 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 		$258K Buy
5,511
+180
+3% +$8.57K 0.03% 428
2025
Q4 		$254K Sell
5,331
-562
-10% -$26.4K 0.03% 416
2025
Q3 		$275K Buy
+5,893
New +$270K 0.04% 375
2024
Q2 		– Sell
-6,508
Closed -$252K – 264
2024
Q1 		$252K Buy
+6,508
New +$244K 0.09% 184

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

United Advisor Group's DJUL Position: Q1 2026 in Review

United Advisor Group increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 3.4% in Q1 2026, buying an estimated $8.57K and bringing the position to 5,511 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #428.

United Advisor Group first reported a position in DJUL in Q1 2024 and has held it in 4 quarters since. The position peaked at $275K in Q3 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

  • United Advisor Group held 5,511 shares of FT Vest US Equity Deep Buffer ETF July worth $258K as of Q1 2026.
  • United Advisor Group bought 180 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $8.57K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #428 holding.
  • United Advisor Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q1 2024 and has held it in 4 quarters since.
  • United Advisor Group's FT Vest US Equity Deep Buffer ETF July position peaked at $275K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.