Carson Wealth (CWM LLC)’s FT Vest U.S. Equity Dual Directional Buffer ETF - August DLAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.1K	Hold	817	–	–	﹤0.01%	4283
2025 Q4	$26K	Buy	+817	New	+$25.2K	﹤0.01%	4030

Other funds holding DLAG

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest U.S. Equity Dual Directional Buffer ETF - August (DLAG) position steady in Q1 2026 at 817 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4283.

Carson Wealth (CWM LLC) first reported a position in DLAG in Q4 2025 and has held it in 2 quarters since. The position peaked at $26K in Q4 2025. 19 funds tracked by Wall St. Rank hold DLAG as of Q1 2026.

Carson Wealth (CWM LLC) held 817 shares of FT Vest U.S. Equity Dual Directional Buffer ETF - August worth $25.1K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest U.S. Equity Dual Directional Buffer ETF - August share count unchanged in Q1 2026.
FT Vest U.S. Equity Dual Directional Buffer ETF - August made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4283 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Dual Directional Buffer ETF - August in Q4 2025 and has held it in 2 quarters since.
Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Dual Directional Buffer ETF - August position peaked at $26K in Q4 2025.
19 funds tracked by Wall St. Rank held FT Vest U.S. Equity Dual Directional Buffer ETF - August as of Q1 2026.

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