Carson Wealth (CWM LLC)
FJAN icon

Carson Wealth (CWM LLC)’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8M Buy
294,205
+195,930
+199% +$10.1M 0.04% 420
2025
Q4 		$5.09M Sell
98,275
-6,346
-6% -$322K 0.01% 763
2025
Q3 		$5.25M Sell
104,621
-3,959
-4% -$193K 0.02% 694
2025
Q2 		$5.16M Sell
108,580
-5,431
-5% -$244K 0.02% 577
2025
Q1 		$5.06M Buy
114,011
+17,284
+18% +$791K 0.02% 528
2024
Q4 		$4.44M Sell
96,727
-86,008
-47% -$3.9M 0.02% 503
2024
Q3 		$8.17M Sell
182,735
-11,077
-6% -$486K 0.04% 342
2024
Q2 		$8.41M Sell
193,812
-7,957
-4% -$336K 0.04% 321
2024
Q1 		$8.47M Buy
201,769
+190,078
+1,626% +$7.77M 0.04% 321
2023
Q4 		$466K Hold
11,691
– – ﹤0.01% 1091
2023
Q3 		$427K Hold
11,691
– – ﹤0.01% 1032
2023
Q2 		$435K Hold
11,691
– – ﹤0.01% 984
2023
Q1 		$408K Buy
+11,691
New +$398K ﹤0.01% 947
2022
Q4 		– Sell
-2,304
Closed -$70K – 4055
2022
Q3 		$70K Buy
2,304
+14
+0.6% +$454 ﹤0.01% 1499
2022
Q2 		$72K Sell
2,290
-59
-3% -$1.94K ﹤0.01% 1452
2022
Q1 		$82K Sell
2,349
-44
-2% -$1.51K ﹤0.01% 1405
2021
Q4 		$82K Buy
+2,393
New +$80.8K ﹤0.01% 1383
2021
Q2 		$78K Hold
2,388
– – ﹤0.01% 1222
2021
Q1 		$78K Buy
+2,388
New +$73.2K ﹤0.01% 1222

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 199% in Q1 2026, buying an estimated $10.1M and bringing the position to 294,205 shares worth $14.8M. The position accounts for 0.04% of the portfolio, ranked #420.

Carson Wealth (CWM LLC) first reported a position in FJAN in Q1 2021 and has held it in 19 quarters since. 163 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 294,205 shares of FT Vest US Equity Buffer ETF January worth $14.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 195,930 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $10.1M.
  • FT Vest US Equity Buffer ETF January made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #420 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and has held it in 19 quarters since.
  • 163 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

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