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

Carson Wealth (CWM LLC)’s Portfolio DJUN Stock Details DJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.41M	Sell	51,269 -19,317	-27%	-$917K	0.01%	1127
2025 Q4	$3.34M	Sell	70,586 -1,869	-3%	-$87.5K	0.01%	944
2025 Q3	$3.37M	Buy	72,455 +40,916	+130%	+$1.87M	0.01%	875
2025 Q2	$1.42M	Sell	31,539 -21,232	-40%	-$908K	0.01%	1083
2025 Q1	$2.22M	Sell	52,771 -7,018	-12%	-$305K	0.01%	791
2024 Q4	$2.59M	Sell	59,789 -2,482	-4%	-$107K	0.01%	683
2024 Q3	$2.65M	Buy	62,271 +41,122	+194%	+$1.7M	0.01%	615
2024 Q2	$865K	Buy	21,149 +20,365	+2,598%	+$821K	﹤0.01%	973
2024 Q1	$31K	Sell	784 -9,755	-93%	-$381K	﹤0.01%	2615
2023 Q4	$400K	Sell	10,539 -5,106	-33%	-$186K	﹤0.01%	1145
2023 Q3	$553K	Buy	15,645 +6,373	+69%	+$230K	﹤0.01%	948
2023 Q2	$334K	Buy	+9,272	New	+$324K	﹤0.01%	1071

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 27% in Q1 2026, selling an estimated $917K and leaving 51,269 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #1127.

Carson Wealth (CWM LLC) first reported a position in DJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.37M in Q3 2025. 100 funds tracked by Wall St. Rank hold DJUN as of Q1 2026.

Carson Wealth (CWM LLC) held 51,269 shares of FT Vest US Equity Deep Buffer ETF June worth $2.41M as of Q1 2026.
Carson Wealth (CWM LLC) sold 19,317 FT Vest US Equity Deep Buffer ETF June shares in Q1 2026, an estimated $917K.
FT Vest US Equity Deep Buffer ETF June made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1127 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF June position peaked at $3.37M in Q3 2025.
100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2026.

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