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

WMG Financial 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
2025 Q4	–	Sell	-5,641	Closed	-$263K	–	125
2025 Q3	$263K	Hold	5,641	–	–	0.09%	158
2025 Q2	$251K	Hold	5,641	–	–	0.09%	157
2025 Q1	$231K	Hold	5,641	–	–	0.1%	149
2024 Q4	$237K	Hold	5,641	–	–	0.1%	142
2024 Q3	$234K	Buy	+5,641	New	+$227K	0.11%	146
2023 Q3	–	Sell	-7,474	Closed	-$259K	–	109
2023 Q2	$259K	Hold	7,474	–	–	0.19%	88
2023 Q1	$242K	Sell	7,474 -850	-10%	-$26.9K	0.2%	92
2022 Q4	$257K	Hold	8,324	–	–	0.22%	97
2022 Q3	$247K	Hold	8,324	–	–	0.22%	98
2022 Q2	$255K	Hold	8,324	–	–	0.22%	103
2022 Q1	$278K	Hold	8,324	–	–	0.2%	120
2021 Q4	$280K	Buy	+8,324	New	+$277K	0.22%	123

Other funds holding DJUL

OAJ

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

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

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

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

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 Waco, Texas $147M AUM 23.82% 1-Year Est. Return

WMG Financial Advisors's DJUL Position: Q4 2025 in Review

WMG Financial Advisors sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q4 2025, closing a stake of 5,641 shares — an estimated $263K sold.

WMG Financial Advisors first reported a position in DJUL in Q4 2021 and held it in 12 quarters. The position peaked at $280K in Q4 2021. 116 funds tracked by Wall St. Rank hold DJUL as of Q4 2025.

WMG Financial Advisors reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 5,641 FT Vest US Equity Deep Buffer ETF July shares in Q4 2025, an estimated $263K.
WMG Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2021 and held it in 12 quarters.
WMG Financial Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $280K in Q4 2021.
116 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.