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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.91M	Sell	149,771 -6,772	-4%	-$363K	0.02%	640
2025 Q4	$8.37M	Sell	156,543 -12,539	-7%	-$660K	0.02%	583
2025 Q3	$8.83M	Sell	169,082 -13,427	-7%	-$686K	0.03%	511
2025 Q2	$9.13M	Buy	182,509 +7,153	+4%	+$337K	0.03%	411
2025 Q1	$8.1M	Sell	175,356 -4,929	-3%	-$235K	0.03%	397
2024 Q4	$8.55M	Sell	180,285 -1,754	-1%	-$82.9K	0.04%	351
2024 Q3	$8.47M	Sell	182,039 -1,823	-1%	-$82.4K	0.04%	338
2024 Q2	$8.21M	Buy	183,862 +90,558	+97%	+$3.96M	0.04%	325
2024 Q1	$4.03M	Sell	93,304 -13,056	-12%	-$553K	0.02%	456
2023 Q4	$4.41M	Sell	106,360 -26,107	-20%	-$1.03M	0.02%	419
2023 Q3	$5.07M	Buy	132,467 +206	+0.2%	+$8.05K	0.03%	361
2023 Q2	$5.15M	Buy	+132,261	New	+$4.95M	0.03%	336

Other funds holding FMAY

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 4.3% in Q1 2026, selling an estimated $363K and leaving 149,771 shares worth $7.91M. The position accounts for 0.02% of the portfolio, ranked #640.

Carson Wealth (CWM LLC) first reported a position in FMAY in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.13M in Q2 2025. 130 funds tracked by Wall St. Rank hold FMAY as of Q1 2026.

Carson Wealth (CWM LLC) held 149,771 shares of FT Vest US Equity Buffer ETF May worth $7.91M as of Q1 2026.
Carson Wealth (CWM LLC) sold 6,772 FT Vest US Equity Buffer ETF May shares in Q1 2026, an estimated $363K.
FT Vest US Equity Buffer ETF May made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #640 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF May in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer ETF May position peaked at $9.13M in Q2 2025.
130 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2026.

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