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 Q2	$672K	Sell	11,284 -1,472	-12%	-$85.8K	0.03%	213
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 $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

McKinley Carter Wealth Services's FJUL Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 12% in Q2 2026, selling an estimated $85.8K and leaving 11,284 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #213.

McKinley Carter Wealth Services first reported a position in FJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $713K in Q4 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

McKinley Carter Wealth Services held 11,284 shares of FT Vest US Equity Buffer ETF July worth $672K as of Q2 2026.
McKinley Carter Wealth Services sold 1,472 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $85.8K.
FT Vest US Equity Buffer ETF July made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #213 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 16 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Buffer ETF July position peaked at $713K in Q4 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.