Carson Wealth (CWM LLC)
DHDG

Carson Wealth (CWM LLC)’s FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF DHDG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DHDG Stock Details DHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-132
Closed -$4K – 5619
2025
Q2 		$4K Hold
132
– – ﹤0.01% 4730
2025
Q1 		$4K Buy
+132
New +$4.07K ﹤0.01% 4589

Other funds holding DHDG

BIM
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SW
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DHDG Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF (DHDG) in Q3 2025, closing a stake of 132 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in DHDG in Q1 2025 and held it in 2 quarters. The position peaked at $4K in Q2 2025. 14 funds tracked by Wall St. Rank hold DHDG as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 132 FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF shares in Q3 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF position peaked at $4K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.