Carson Wealth (CWM LLC)
DJAN icon

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

Carson Wealth (CWM LLC)’s Portfolio DJAN Stock Details DJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
281,130
+30,034
+12% +$1.3M 0.03% 484
2025
Q4 		$10.9M Sell
251,096
-19,367
-7% -$826K 0.03% 494
2025
Q3 		$11.4M Sell
270,463
-27,653
-9% -$1.14M 0.03% 431
2025
Q2 		$12M Sell
298,116
-7,629
-2% -$294K 0.04% 351
2025
Q1 		$11.6M Buy
305,745
+194,646
+175% +$7.58M 0.05% 317
2024
Q4 		$4.34M Sell
111,099
-6,983
-6% -$270K 0.02% 512
2024
Q3 		$4.51M Sell
118,082
-1,698
-1% -$63.7K 0.02% 464
2024
Q2 		$4.45M Sell
119,780
-3,358
-3% -$122K 0.02% 441
2024
Q1 		$4.44M Buy
123,138
+123,133
+2,462,660% +$4.34M 0.02% 443
2023
Q4 		$0 Hold
5
– – ﹤0.01% 4212
2023
Q3 		$0 Hold
5
– – ﹤0.01% 4241
2023
Q2 		$0 Hold
5
– – ﹤0.01% 4223
2023
Q1 		$0 Sell
5
-8
-62% -$245 ﹤0.01% 4107
2022
Q4 		$0 Buy
+13
New +$395 ﹤0.01% 4019

Other funds holding DJAN

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 12% in Q1 2026, buying an estimated $1.3M and bringing the position to 281,130 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #484.

Carson Wealth (CWM LLC) first reported a position in DJAN in Q4 2022 and has held it in 14 quarters since. The position peaked at $12M in Q2 2025. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 281,130 shares of FT Vest US Equity Deep Buffer ETF January worth $12M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 30,034 FT Vest US Equity Deep Buffer ETF January shares in Q1 2026, an estimated $1.3M.
  • FT Vest US Equity Deep Buffer ETF January made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #484 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF January position peaked at $12M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

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