Carson Wealth (CWM LLC)
AUGM

Carson Wealth (CWM LLC)’s FT Vest U.S. Equity Max Buffer ETF - August AUGM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AUGM Stock Details AUGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$495K Sell
14,617
-47
-0.3% -$1.6K ﹤0.01% 2018
2025
Q4 		$499K Sell
14,664
-65
-0.4% -$2.2K ﹤0.01% 1920
2025
Q3 		$496K Buy
+14,729
New +$490K ﹤0.01% 1806

Other funds holding AUGM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AUGM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FT Vest U.S. Equity Max Buffer ETF - August (AUGM) stake by 0.32% in Q1 2026, selling an estimated $1.6K and leaving 14,617 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Carson Wealth (CWM LLC) first reported a position in AUGM in Q3 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 44 funds tracked by Wall St. Rank hold AUGM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,617 shares of FT Vest U.S. Equity Max Buffer ETF - August worth $495K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 47 FT Vest U.S. Equity Max Buffer ETF - August shares in Q1 2026, an estimated $1.6K.
  • FT Vest U.S. Equity Max Buffer ETF - August made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2018 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Max Buffer ETF - August in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Max Buffer ETF - August position peaked at $499K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - August as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.