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

McKinley Carter Wealth Services’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Buy
9,861
+1,799
+22% +$76.9K 0.02% 244
2026
Q1 		$329K Buy
8,062
+335
+4% +$13.9K 0.02% 250
2025
Q4 		$319K Buy
+7,727
New +$315K 0.02% 269

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

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

McKinley Carter Wealth Services increased its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 22% in Q2 2026, buying an estimated $76.9K and bringing the position to 9,861 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #244.

McKinley Carter Wealth Services first reported a position in GJUL in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • McKinley Carter Wealth Services held 9,861 shares of FT Vest US Equity Moderate Buffer ETF July worth $429K as of Q2 2026.
  • McKinley Carter Wealth Services bought 1,799 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $76.9K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #244 holding.
  • McKinley Carter Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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