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Waverly Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Waverly 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
2026
Q2 		$313K Hold
6,234
– – ﹤0.01% 1397
2026
Q1 		$291K Sell
6,234
-50
-0.8% -$2.38K ﹤0.01% 1309
2025
Q4 		$299K Buy
+6,284
New +$296K ﹤0.01% 1205

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 22.9% 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 $493M AUM 21.19% 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 $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

Waverly Advisors's DJUL Position: Q2 2026 in Review

Waverly Advisors held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q2 2026 at 6,234 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Waverly Advisors first reported a position in DJUL in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

  • Waverly Advisors held 6,234 shares of FT Vest US Equity Deep Buffer ETF July worth $313K as of Q2 2026.
  • Waverly Advisors left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF July made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1397 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.