Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer10 Feb ETF FEBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Sell	9,400 -38	-0.4%	-$1.46K	﹤0.01%	2280
2025 Q4	$360K	Hold	9,438	–	–	﹤0.01%	2136
2025 Q3	$350K	Sell	9,438 -415	-4%	-$15K	﹤0.01%	2004
2025 Q2	$346K	Hold	9,853	–	–	﹤0.01%	1775
2025 Q1	$322K	Sell	9,853 -58	-0.6%	-$1.96K	﹤0.01%	1631
2024 Q4	$335K	Sell	9,911 -33	-0.3%	-$1.1K	﹤0.01%	1532
2024 Q3	$328K	Sell	9,944 -19	-0.2%	-$613	﹤0.01%	1496
2024 Q2	$318K	Hold	9,963	–	–	﹤0.01%	1366
2024 Q1	$308K	Hold	9,963	–	–	﹤0.01%	1317
2023 Q4	$288K	Hold	9,963	–	–	﹤0.01%	1269
2023 Q3	$262K	Sell	9,963 -3,392	-25%	-$91.7K	﹤0.01%	1201
2023 Q2	$360K	Hold	13,355	–	–	﹤0.01%	1053
2023 Q1	$337K	Buy	+13,355	New	+$331K	﹤0.01%	1016

Other funds holding FEBT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) stake by 0.4% in Q1 2026, selling an estimated $1.46K and leaving 9,400 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Carson Wealth (CWM LLC) first reported a position in FEBT in Q1 2023 and has held it in 13 quarters since. The position peaked at $360K in Q4 2025. 33 funds tracked by Wall St. Rank hold FEBT as of Q1 2026.

Carson Wealth (CWM LLC) held 9,400 shares of AllianzIM U.S. Equity Buffer10 Feb ETF worth $352K as of Q1 2026.
Carson Wealth (CWM LLC) sold 38 AllianzIM U.S. Equity Buffer10 Feb ETF shares in Q1 2026, an estimated $1.46K.
AllianzIM U.S. Equity Buffer10 Feb ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2280 holding.
Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer10 Feb ETF position peaked at $360K in Q4 2025.
33 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Feb ETF as of Q1 2026.

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