Carson Wealth (CWM LLC)
DJUL icon

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

Carson Wealth (CWM LLC)’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.19M Sell
89,543
-5,315
-6% -$253K 0.01% 888
2025
Q4 		$4.51M Sell
94,858
-13,874
-13% -$653K 0.01% 828
2025
Q3 		$5.08M Buy
108,732
+12,100
+13% +$553K 0.02% 707
2025
Q2 		$4.29M Sell
96,632
-2,023
-2% -$84.3K 0.02% 641
2025
Q1 		$4.04M Sell
98,655
-11,783
-11% -$496K 0.02% 588
2024
Q4 		$4.64M Sell
110,438
-18,600
-14% -$780K 0.02% 491
2024
Q3 		$5.34M Buy
129,038
+90,243
+233% +$3.63M 0.02% 428
2024
Q2 		$1.54M Sell
38,795
-1,479
-4% -$57.6K 0.01% 714
2024
Q1 		$1.56M Sell
40,274
-6,818
-14% -$256K 0.01% 693
2023
Q4 		$1.72M Buy
47,092
+35,503
+306% +$1.24M 0.01% 610
2023
Q3 		$394K Buy
+11,589
New +$403K ﹤0.01% 1054

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 5.6% in Q1 2026, selling an estimated $253K and leaving 89,543 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #888.

Carson Wealth (CWM LLC) first reported a position in DJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.34M in Q3 2024. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 89,543 shares of FT Vest US Equity Deep Buffer ETF July worth $4.19M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,315 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $253K.
  • FT Vest US Equity Deep Buffer ETF July made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #888 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF July position peaked at $5.34M in Q3 2024.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

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