McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Buy	27,103 +507	+2%	+$30K	0.08%	140
2026 Q1	$1.5M	Sell	26,596 -461	-2%	-$26.4K	0.09%	143
2025 Q4	$1.54M	Sell	27,057 -616	-2%	-$34.7K	0.09%	144
2025 Q3	$1.55M	Hold	27,673	–	–	0.08%	138
2025 Q2	$1.49M	Buy	27,673 +939	+4%	+$47.7K	0.08%	141
2025 Q1	$1.33M	Hold	26,734	–	–	0.08%	141
2024 Q4	$1.37M	Hold	26,734	–	–	0.08%	139
2024 Q3	$1.35M	Hold	26,734	–	–	0.08%	145
2024 Q2	$1.29M	Buy	26,734 +2,380	+10%	+$113K	0.08%	145
2024 Q1	$1.15M	Hold	24,354	–	–	0.08%	148
2023 Q4	$1.08M	Hold	24,354	–	–	0.08%	145
2023 Q3	$987K	Hold	24,354	–	–	0.08%	146
2023 Q2	$1.01M	Buy	24,354 +1,305	+6%	+$51.2K	0.08%	149
2023 Q1	$882K	Hold	23,049	–	–	0.07%	153
2022 Q4	$832K	Buy	23,049 +5,500	+31%	+$198K	0.07%	156
2022 Q3	$597K	Hold	17,549	–	–	0.06%	168
2022 Q2	$617K	Buy	+17,549	New	+$629K	0.05%	172

Other funds holding FJUN

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

McKinley Carter Wealth Services increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 1.9% in Q2 2026, buying an estimated $30K and bringing the position to 27,103 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #140.

McKinley Carter Wealth Services first reported a position in FJUN in Q2 2022 and has held it in 17 quarters since. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

McKinley Carter Wealth Services held 27,103 shares of FT Vest US Equity Buffer ETF June worth $1.62M as of Q2 2026.
McKinley Carter Wealth Services bought 507 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $30K.
FT Vest US Equity Buffer ETF June made up 0.08% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #140 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and has held it in 17 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

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