Carson Wealth (CWM LLC)
FJUN icon

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

Carson Wealth (CWM LLC)’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Sell
185,966
-12,026
-6% -$688K 0.03% 536
2025
Q4 		$11.3M Sell
197,992
-8,852
-4% -$499K 0.03% 481
2025
Q3 		$11.6M Buy
206,844
+23,229
+13% +$1.27M 0.03% 425
2025
Q2 		$9.86M Buy
183,615
+13,831
+8% +$702K 0.03% 392
2025
Q1 		$8.47M Sell
169,784
-936
-0.5% -$48.3K 0.03% 386
2024
Q4 		$8.77M Sell
170,720
-17,443
-9% -$895K 0.04% 345
2024
Q3 		$9.51M Buy
188,163
+8,589
+5% +$421K 0.04% 321
2024
Q2 		$8.69M Sell
179,574
-50,324
-22% -$2.38M 0.04% 314
2024
Q1 		$10.8M Sell
229,898
-98,261
-30% -$4.47M 0.05% 278
2023
Q4 		$14.5M Buy
328,159
+46,407
+16% +$1.94M 0.08% 227
2023
Q3 		$11.4M Buy
281,752
+76,221
+37% +$3.17M 0.07% 226
2023
Q2 		$8.52M Buy
205,531
+117,373
+133% +$4.6M 0.05% 255
2023
Q1 		$3.37M Buy
88,158
+1,839
+2% +$68.7K 0.02% 395
2022
Q4 		$3.12M Buy
+86,319
New +$3.1M 0.02% 388

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 6.1% in Q1 2026, selling an estimated $688K and leaving 185,966 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #536.

Carson Wealth (CWM LLC) first reported a position in FJUN in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.5M in Q4 2023. 148 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 185,966 shares of FT Vest US Equity Buffer ETF June worth $10.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12,026 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $688K.
  • FT Vest US Equity Buffer ETF June made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #536 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF June in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer ETF June position peaked at $14.5M in Q4 2023.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

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