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

Winnow Wealth’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	$5.24M	Sell	104,449 -3,518	-3%	-$173K	3.56%	3
2026 Q1	$5.05M	Sell	107,967 -8,236	-7%	-$392K	3.89%	3
2025 Q4	$5.58M	Sell	116,203 -7,913	-6%	-$372K	4.12%	3
2025 Q3	$5.83M	Buy	+124,116	New	+$5.68M	4.57%	3
2025 Q2	–	Sell	-2,750	Closed	-$112K	–	298
2025 Q1	$112K	Sell	2,750 -141,166	-98%	-$5.95M	0.1%	110
2024 Q4	$6.03M	Buy	+143,916	New	+$6.03M	5.99%	2

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Winnow Wealth's DJUL Position: Q2 2026 in Review

Winnow Wealth reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 3.3% in Q2 2026, selling an estimated $173K and leaving 104,449 shares worth $5.24M. The position accounts for 3.56% of the portfolio, ranked #3.

Winnow Wealth first reported a position in DJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.03M in Q4 2024. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

Winnow Wealth held 104,449 shares of FT Vest US Equity Deep Buffer ETF July worth $5.24M as of Q2 2026.
Winnow Wealth sold 3,518 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $173K.
FT Vest US Equity Deep Buffer ETF July made up 3.56% of Winnow Wealth's portfolio in Q2 2026, its #3 holding.
Winnow Wealth first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's FT Vest US Equity Deep Buffer ETF July position peaked at $6.03M in Q4 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.