Carson Wealth (CWM LLC)
DSEP icon

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

Carson Wealth (CWM LLC)’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.54M Sell
125,930
-61,192
-33% -$2.75M 0.01% 767
2025
Q4 		$8.4M Buy
187,122
+64,959
+53% +$2.89M 0.02% 581
2025
Q3 		$5.4M Buy
122,163
+31,069
+34% +$1.35M 0.02% 680
2025
Q2 		$3.86M Sell
91,094
-197
-0.2% -$7.95K 0.01% 676
2025
Q1 		$3.62M Sell
91,291
-5,602
-6% -$228K 0.01% 622
2024
Q4 		$3.93M Sell
96,893
-3,363
-3% -$136K 0.02% 540
2024
Q3 		$4.01M Buy
100,256
+22,957
+30% +$906K 0.02% 494
2024
Q2 		$3.02M Sell
77,299
-8,417
-10% -$323K 0.01% 532
2024
Q1 		$3.27M Sell
85,716
-5,102
-6% -$190K 0.02% 510
2023
Q4 		$3.31M Buy
90,818
+57,811
+175% +$2.02M 0.02% 474
2023
Q3 		$1.12M Buy
33,007
+32,385
+5,207% +$1.12M 0.01% 695
2023
Q2 		$21K Hold
622
– – ﹤0.01% 2594
2023
Q1 		$20K Hold
622
– – ﹤0.01% 2500
2022
Q4 		$19K Hold
622
– – ﹤0.01% 2403
2022
Q3 		$18K Hold
622
– – ﹤0.01% 2280
2022
Q2 		$19K Hold
622
– – ﹤0.01% 2143
2022
Q1 		$20K Hold
622
– – ﹤0.01% 2079
2021
Q4 		$21K Buy
+622
New +$20.4K ﹤0.01% 1962
2021
Q2 		$20K Hold
622
– – ﹤0.01% 1788
2021
Q1 		$20K Hold
622
– – ﹤0.01% 1788
2020
Q4 		$20K Hold
622
– – ﹤0.01% 1788
2020
Q3 		$20K Buy
+622
New +$18.5K ﹤0.01% 1788

Other funds holding DSEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF September (DSEP) stake by 33% in Q1 2026, selling an estimated $2.75M and leaving 125,930 shares worth $5.54M. The position accounts for 0.01% of the portfolio, ranked #767.

Carson Wealth (CWM LLC) first reported a position in DSEP in Q3 2020 and has held it in 22 quarters since. The position peaked at $8.4M in Q4 2025. 110 funds tracked by Wall St. Rank hold DSEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 125,930 shares of FT Vest US Equity Deep Buffer ETF September worth $5.54M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 61,192 FT Vest US Equity Deep Buffer ETF September shares in Q1 2026, an estimated $2.75M.
  • FT Vest US Equity Deep Buffer ETF September made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #767 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF September in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF September position peaked at $8.4M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2026.

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