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Uniting Wealth Partners’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Uniting Wealth Partners’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
2025
Q4 		– Sell
-42,684
Closed -$1.99M – 163
2025
Q3 		$1.99M Buy
+42,684
New +$1.95M 0.47% 42

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
DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

Uniting Wealth Partners's DJUL Position: Q4 2025 in Review

Uniting Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2025, closing a stake of 42,684 shares — an estimated $1.99M sold.

Uniting Wealth Partners first reported a position in DJUL in Q3 2025 and held it in 1 quarter. The position peaked at $1.99M in Q3 2025. 116 funds tracked by Wall St. Rank hold DJUL as of Q4 2025.

  • Uniting Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 42,684 FT Vest US Equity Deep Buffer ETF July shares in Q4 2025, an estimated $1.99M.
  • Uniting Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Uniting Wealth Partners's FT Vest US Equity Deep Buffer ETF July position peaked at $1.99M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.