DJUL β€” FT VEST US EQUITY DEEP BUFFER ETF JULY

Ownership history in United Advisor Group, LLC  Β·  4 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported FT VEST US EQUITY DEEP BUFFER ETF JULY (DJUL) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows DJUL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was United Advisor Group, LLC's position in FT VEST US EQUITY DEEP BUFFER ETF JULY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DJUL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How United Advisor Group, LLC held DJUL β€” position size vs. price
% of Fund (quarterly)    DJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,511 +180 +3.4% 0.03% $258K 2026-04-17 $48.89
2025 Q4 REDUCED 5,331 -562 -9.5% 0.03% $254K 2026-01-26 $47.93
2025 Q3 REDUCED 5,893 -615 -9.4% 0.04% $275K 2025-11-12 $47.10
2024 Q1 INITIATED 6,508 β€” β€” 0.09% $252K 2024-05-14 $39.08

FAQ About United Advisor Group, LLC and DJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has United Advisor Group, LLC reported owning DJUL?

United Advisor Group, LLC reported DJUL across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DJUL position in United Advisor Group, LLC's portfolio?

The largest reported portfolio weight for DJUL was 0.09% in 2024 Q1.

What is the latest reported DJUL position on this page?

The most recent filing on this page is 2026 Q1, when United Advisor Group, LLC reported 5,511 shares, equal to 0.03% of portfolio, with an estimated market value of $258K.

What does the chart on this DJUL ownership page compare?

The chart compares United Advisor Group, LLC's quarterly DJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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