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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.7M	Sell	63,631 -25,816	-29%	-$1.08M	0.01%	1069
2025 Q4	$3.73M	Buy	89,447 +6,673	+8%	+$274K	0.01%	900
2025 Q3	$3.38M	Sell	82,774 -825	-1%	-$33.1K	0.01%	873
2025 Q2	$3.31M	Buy	83,599 +11,940	+17%	+$455K	0.01%	737
2025 Q1	$2.7M	Buy	71,659 +1,128	+2%	+$43.3K	0.01%	728
2024 Q4	$2.69M	Sell	70,531 -38,993	-36%	-$1.48M	0.01%	672
2024 Q3	$4.09M	Sell	109,524 -21,618	-16%	-$788K	0.02%	490
2024 Q2	$4.72M	Buy	131,142 +75,175	+134%	+$2.63M	0.02%	432
2024 Q1	$1.95M	Buy	55,967 +55,962	+1,119,240%	+$1.92M	0.01%	623
2023 Q4	$0	Hold	5	–	–	﹤0.01%	4214
2023 Q3	$0	Hold	5	–	–	﹤0.01%	4242
2023 Q2	$0	Hold	5	–	–	﹤0.01%	4225
2023 Q1	$0	Sell	5 -9	-64%	-$273	﹤0.01%	4109
2022 Q4	$0	Buy	+14	New	+$422	﹤0.01%	4024

Other funds holding DMAR

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

KAS

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF March (DMAR) stake by 29% in Q1 2026, selling an estimated $1.08M and leaving 63,631 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1069.

Carson Wealth (CWM LLC) first reported a position in DMAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.72M in Q2 2024. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

Carson Wealth (CWM LLC) held 63,631 shares of FT Vest US Equity Deep Buffer ETF March worth $2.7M as of Q1 2026.
Carson Wealth (CWM LLC) sold 25,816 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $1.08M.
FT Vest US Equity Deep Buffer ETF March made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1069 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF March position peaked at $4.72M in Q2 2024.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

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