McKinley Carter Wealth Services’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$530K	Hold	15,098	–	–	0.03%	234
2026 Q1	$518K	Hold	15,098	–	–	0.03%	216
2025 Q4	$517K	Hold	15,098	–	–	0.03%	218
2025 Q3	$511K	Hold	15,098	–	–	0.03%	224
2025 Q2	$502K	Buy	+15,098	New	+$483K	0.03%	215

Other funds holding JUNM

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

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

McKinley Carter Wealth Services held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q2 2026 at 15,098 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #234.

McKinley Carter Wealth Services first reported a position in JUNM in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

McKinley Carter Wealth Services held 15,098 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $530K as of Q2 2026.
McKinley Carter Wealth Services left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #234 holding.
McKinley Carter Wealth Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2025 and has held it in 5 quarters since.
57 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

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