McKinley Carter Wealth Services’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$492K	Buy	10,921 +306	+3%	+$13.5K	0.03%	237
2026 Q1	$445K	Buy	10,615 +2,335	+28%	+$99.7K	0.03%	226
2025 Q4	$354K	Buy	8,280 +2,945	+55%	+$124K	0.02%	261
2025 Q3	$222K	Hold	5,335	–	–	0.01%	304
2025 Q2	$213K	Buy	+5,335	New	+$204K	0.01%	299

Other funds holding GJAN

LPL Financial San Diego, California $445B AUM 25.58% 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

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

McKinley Carter Wealth Services increased its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 2.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 10,921 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #237.

McKinley Carter Wealth Services first reported a position in GJAN in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold GJAN as of Q2 2026.

McKinley Carter Wealth Services held 10,921 shares of FT Vest US Equity Moderate Buffer ETF January worth $492K as of Q2 2026.
McKinley Carter Wealth Services bought 306 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2026, an estimated $13.5K.
FT Vest US Equity Moderate Buffer ETF January made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #237 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2026.

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