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

McKinley Carter Wealth Services’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$698K	Hold	12,756	–	–	0.04%	195
2025 Q4	$713K	Hold	12,756	–	–	0.04%	200
2025 Q3	$698K	Buy	12,756 +1,318	+12%	+$70.3K	0.04%	196
2025 Q2	$592K	Hold	11,438	–	–	0.03%	198
2025 Q1	$545K	Hold	11,438	–	–	0.03%	199
2024 Q4	$560K	Sell	11,438 -3,016	-21%	-$147K	0.03%	192
2024 Q3	$695K	Buy	14,454 +3,566	+33%	+$166K	0.04%	187
2024 Q2	$502K	Hold	10,888	–	–	0.03%	207
2024 Q1	$484K	Hold	10,888	–	–	0.03%	209
2023 Q4	$453K	Hold	10,888	–	–	0.03%	209
2023 Q3	$418K	Buy	10,888 +405	+4%	+$15.9K	0.03%	218
2023 Q2	$409K	Hold	10,483	–	–	0.03%	225
2023 Q1	$379K	Hold	10,483	–	–	0.03%	231
2022 Q4	$360K	Hold	10,483	–	–	0.03%	233
2022 Q3	$340K	Buy	+10,483	New	+$363K	0.03%	224

Other funds holding FJUL

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

McKinley Carter Wealth Services's FJUL Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 12,756 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #195.

McKinley Carter Wealth Services first reported a position in FJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $713K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

McKinley Carter Wealth Services held 12,756 shares of FT Vest US Equity Buffer ETF July worth $698K as of Q1 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #195 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Buffer ETF July position peaked at $713K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.