Carson Wealth (CWM LLC)
FMAR icon

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

Carson Wealth (CWM LLC)’s Portfolio FMAR Stock Details FMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Sell
52,292
-33,976
-39% -$1.63M 0.01% 1096
2025
Q4 		$4.09M Sell
86,268
-14,564
-14% -$682K 0.01% 860
2025
Q3 		$4.68M Sell
100,832
-1,624
-2% -$74.1K 0.01% 749
2025
Q2 		$4.59M Buy
102,456
+9,075
+10% +$387K 0.02% 616
2025
Q1 		$3.94M Sell
93,381
-43,728
-32% -$1.9M 0.02% 593
2024
Q4 		$5.93M Sell
137,109
-7,520
-5% -$323K 0.02% 438
2024
Q3 		$6.11M Sell
144,629
-2,581
-2% -$106K 0.03% 405
2024
Q2 		$5.97M Sell
147,210
-21,567
-13% -$850K 0.03% 384
2024
Q1 		$6.62M Buy
168,777
+89,261
+112% +$3.42M 0.03% 369
2023
Q4 		$3M Sell
79,516
-12,950
-14% -$469K 0.02% 502
2023
Q3 		$3.25M Sell
92,466
-9,628
-9% -$344K 0.02% 445
2023
Q2 		$3.64M Buy
102,094
+24,930
+32% +$855K 0.02% 411
2023
Q1 		$2.59M Buy
77,164
+72,478
+1,547% +$2.36M 0.02% 439
2022
Q4 		$147K Buy
4,686
+4,442
+1,820% +$138K ﹤0.01% 1215
2022
Q3 		$7K Buy
244
+3
+1% +$94 ﹤0.01% 2891
2022
Q2 		$7K Buy
241
+35
+17% +$1.11K ﹤0.01% 2795
2022
Q1 		$7K Buy
206
+7
+4% +$230 ﹤0.01% 2677
2021
Q4 		$7K Buy
+199
New +$6.5K ﹤0.01% 2544
2021
Q2 		$6K Hold
187
– – ﹤0.01% 2291
2021
Q1 		$6K Buy
+187
New +$5.58K ﹤0.01% 2291

Other funds holding FMAR

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 39% in Q1 2026, selling an estimated $1.63M and leaving 52,292 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #1096.

Carson Wealth (CWM LLC) first reported a position in FMAR in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.62M in Q1 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52,292 shares of FT Vest US Equity Buffer ETF March worth $2.54M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 33,976 FT Vest US Equity Buffer ETF March shares in Q1 2026, an estimated $1.63M.
  • FT Vest US Equity Buffer ETF March made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1096 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF March in Q1 2021 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer ETF March position peaked at $6.62M in Q1 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q1 2026.

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