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McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

McKinley Carter Wealth Services’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
2023
Q3 		– Sell
-6,918
Closed -$240K – 293
2023
Q2 		$240K Hold
6,918
– – 0.02% 275
2023
Q1 		$224K Hold
6,918
– – 0.02% 279
2022
Q4 		$214K Buy
+6,918
New +$213K 0.02% 278

Other funds holding DJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

McKinley Carter Wealth Services's DJUL Position: Q3 2023 in Review

McKinley Carter Wealth Services sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2023, closing a stake of 6,918 shares — an estimated $240K sold.

McKinley Carter Wealth Services first reported a position in DJUL in Q4 2022 and held it in 3 quarters. The position peaked at $240K in Q2 2023. 82 funds tracked by Wall St. Rank hold DJUL as of Q3 2023.

  • McKinley Carter Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2023 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 6,918 FT Vest US Equity Deep Buffer ETF July shares in Q3 2023, an estimated $240K.
  • McKinley Carter Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2022 and held it in 3 quarters.
  • McKinley Carter Wealth Services's FT Vest US Equity Deep Buffer ETF July position peaked at $240K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.