Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.35M	Buy	75,671 +8,249	+12%	+$372K	0.01%	980
2025 Q4	$3.04M	Sell	67,422 -14,735	-18%	-$653K	0.01%	984
2025 Q3	$3.6M	Sell	82,157 -1,249	-1%	-$53.3K	0.01%	850
2025 Q2	$3.48M	Sell	83,406 -2,586	-3%	-$103K	0.01%	716
2025 Q1	$3.37M	Buy	85,992 +28,344	+49%	+$1.14M	0.01%	642
2024 Q4	$2.31M	Buy	57,648 +33,804	+142%	+$1.35M	0.01%	730
2024 Q3	$942K	Buy	23,844 +1,069	+5%	+$41.5K	﹤0.01%	1073
2024 Q2	$877K	Sell	22,775 -774	-3%	-$29.2K	﹤0.01%	963
2024 Q1	$882K	Sell	23,549 -14,415	-38%	-$527K	﹤0.01%	912
2023 Q4	$1.36M	Buy	+37,964	New	+$1.31M	0.01%	686

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 12% in Q1 2026, buying an estimated $372K and bringing the position to 75,671 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #980.

Carson Wealth (CWM LLC) first reported a position in DDEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.6M in Q3 2025. 128 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Carson Wealth (CWM LLC) held 75,671 shares of FT Vest US Equity Deep Buffer ETF December worth $3.35M as of Q1 2026.
Carson Wealth (CWM LLC) bought 8,249 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $372K.
FT Vest US Equity Deep Buffer ETF December made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #980 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF December position peaked at $3.6M in Q3 2025.
128 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

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