McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $698K | Buy |
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|
2025
Q2 | $592K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $453K | Hold |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $360K | Hold |
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|
2022
Q3 | $340K | Buy |
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