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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.37M Buy
2025
Q2
$1.42M Sell
2025
Q1
$2.22M Sell
2024
Q4
$2.59M Sell
2024
Q3
$2.65M Buy
2024
Q2
$865K Buy
2024
Q1
$31K Sell
2023
Q4
$400K Sell
2023
Q3
$553K Buy
2023
Q2
$334K Buy