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

Carson Wealth (CWM LLC)’s Portfolio DMAY Stock Details DMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.29M Sell
73,175
-5,922
-7% -$268K 0.01% 989
2025
Q4 		$3.58M Sell
79,097
-3,965
-5% -$177K 0.01% 917
2025
Q3 		$3.68M Sell
83,062
-4,822
-5% -$210K 0.01% 840
2025
Q2 		$3.76M Buy
87,884
+4,292
+5% +$174K 0.01% 684
2025
Q1 		$3.31M Sell
83,592
-2,253
-3% -$92.1K 0.01% 647
2024
Q4 		$3.5M Sell
85,845
-3,483
-4% -$141K 0.01% 571
2024
Q3 		$3.57M Sell
89,328
-7,094
-7% -$276K 0.02% 527
2024
Q2 		$3.71M Buy
+96,422
New +$3.63M 0.02% 483
2024
Q1 		– Sell
-7,970
Closed -$288K – 4400
2023
Q4 		$288K Sell
7,970
-3,364
-30% -$117K ﹤0.01% 1268
2023
Q3 		$384K Sell
11,334
-4,145
-27% -$143K ﹤0.01% 1065
2023
Q2 		$531K Buy
+15,479
New +$514K ﹤0.01% 918

Other funds holding DMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF May (DMAY) stake by 7.5% in Q1 2026, selling an estimated $268K and leaving 73,175 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #989.

Carson Wealth (CWM LLC) first reported a position in DMAY in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.76M in Q2 2025. 80 funds tracked by Wall St. Rank hold DMAY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 73,175 shares of FT Vest US Equity Deep Buffer ETF May worth $3.29M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,922 FT Vest US Equity Deep Buffer ETF May shares in Q1 2026, an estimated $268K.
  • FT Vest US Equity Deep Buffer ETF May made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #989 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF May position peaked at $3.76M in Q2 2025.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q1 2026.

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