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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

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DWML
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CFS
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IP
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Truist Financial
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RDFA
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WW
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