MCWS
JUNM

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
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

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

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

McKinley Carter Wealth Services held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q1 2026 at 15,098 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #216.

McKinley Carter Wealth Services first reported a position in JUNM in Q2 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

  • McKinley Carter Wealth Services held 15,098 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $518K as of Q1 2026.
  • McKinley Carter Wealth Services left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - June made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #216 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 4 quarters since.
  • 52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

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