UAG
DJUL icon

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
Q2 		$252K Sell
5,026
-485
-9% -$23.9K 0.03% 466
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 $403M AUM 22.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

United Advisor Group's DJUL Position: Q2 2026 in Review

United Advisor Group reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 8.8% in Q2 2026, selling an estimated $23.9K and leaving 5,026 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #466.

United Advisor Group first reported a position in DJUL in Q1 2024 and has held it in 5 quarters since. The position peaked at $275K in Q3 2025. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • United Advisor Group held 5,026 shares of FT Vest US Equity Deep Buffer ETF July worth $252K as of Q2 2026.
  • United Advisor Group sold 485 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $23.9K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #466 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 5 quarters since.
  • United Advisor Group's FT Vest US Equity Deep Buffer ETF July position peaked at $275K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.