Wood Tarver Financial Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Wood Tarver Financial Group’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 Q1	$2.51M	Sell	53,671 -5,475	-9%	-$261K	0.69%	25
2025 Q4	$2.81M	Sell	59,146 -7,113	-11%	-$335K	0.79%	25
2025 Q3	$3.09M	Buy	66,259 +22,855	+53%	+$1.05M	0.91%	22
2025 Q2	$1.93M	Sell	43,404 -1,558	-3%	-$65K	0.58%	30
2025 Q1	$1.84M	Sell	44,962 -20,327	-31%	-$856K	0.6%	28
2024 Q4	$2.74M	Buy	+65,289	New	+$2.74M	0.92%	18

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wood Tarver Financial Group's DJUL Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 9.3% in Q1 2026, selling an estimated $261K and leaving 53,671 shares worth $2.51M. The position accounts for 0.69% of the portfolio, ranked #25.

Wood Tarver Financial Group first reported a position in DJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.09M in Q3 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Wood Tarver Financial Group held 53,671 shares of FT Vest US Equity Deep Buffer ETF July worth $2.51M as of Q1 2026.
Wood Tarver Financial Group sold 5,475 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $261K.
FT Vest US Equity Deep Buffer ETF July made up 0.69% of Wood Tarver Financial Group's portfolio in Q1 2026, its #25 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's FT Vest US Equity Deep Buffer ETF July position peaked at $3.09M in Q3 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.