Carson Wealth (CWM LLC)
DECM

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

Carson Wealth (CWM LLC)’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Buy
7,208
+938
+15% +$30.8K ﹤0.01% 2589
2025
Q4 		$206K Buy
6,270
+2,901
+86% +$94.3K ﹤0.01% 2556
2025
Q3 		$109K Sell
3,369
-10
-0.3% -$319 ﹤0.01% 2921
2025
Q2 		$107K Hold
3,379
– – ﹤0.01% 2656
2025
Q1 		$103K Hold
3,379
– – ﹤0.01% 2409
2024
Q4 		$104K Buy
+3,379
New +$104K ﹤0.01% 2264

Other funds holding DECM

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 15% in Q1 2026, buying an estimated $30.8K and bringing the position to 7,208 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Carson Wealth (CWM LLC) first reported a position in DECM in Q4 2024 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,208 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $235K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 938 FT Vest U.S. Equity Max Buffer ETF - December shares in Q1 2026, an estimated $30.8K.
  • FT Vest U.S. Equity Max Buffer ETF - December made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2589 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

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