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 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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

McKinley Carter Wealth Services reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 1.7% in Q1 2026, selling an estimated $26.4K and leaving 26,596 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #143.

McKinley Carter Wealth Services first reported a position in FJUN in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q3 2025. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

McKinley Carter Wealth Services held 26,596 shares of FT Vest US Equity Buffer ETF June worth $1.5M as of Q1 2026.
McKinley Carter Wealth Services sold 461 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $26.4K.
FT Vest US Equity Buffer ETF June made up 0.09% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #143 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 16 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Buffer ETF June position peaked at $1.55M in Q3 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

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