Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.19M | Sell |
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|
2025
Q4 | $4.51M | Sell |
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|
2025
Q3 | $5.08M | Buy |
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|
2025
Q2 | $4.29M | Sell |
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|
2025
Q1 | $4.04M | Sell |
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|
2024
Q4 | $4.64M | Sell |
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|
2024
Q3 | $5.34M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $394K | Buy |
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