Carson Wealth (CWM LLC)’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.5K	Hold	977	–	–	﹤0.01%	3972
2025 Q4	$39K	Sell	977 -1,164	-54%	-$46K	﹤0.01%	3778
2025 Q3	$84K	Sell	2,141 -6	-0.3%	-$233	﹤0.01%	3117
2025 Q2	$82K	Hold	2,147	–	–	﹤0.01%	2883
2025 Q1	$81K	Buy	2,147 +265	+14%	+$10K	﹤0.01%	2593
2024 Q4	$71K	Sell	1,882 -16	-0.8%	-$595	﹤0.01%	2521
2024 Q3	$70K	Hold	1,898	–	–	﹤0.01%	2435
2024 Q2	$68K	Buy	1,898 +702	+59%	+$24.4K	﹤0.01%	2244
2024 Q1	$40K	Sell	1,196 -11	-0.9%	-$366	﹤0.01%	2449
2023 Q4	$40K	Hold	1,207	–	–	﹤0.01%	2318
2023 Q3	$37K	Sell	1,207 -4	-0.3%	-$125	﹤0.01%	2267
2023 Q2	$38K	Buy	+1,211	New	+$36.5K	﹤0.01%	2183

Other funds holding GAPR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Moderate Buffer ETF April (GAPR) position steady in Q1 2026 at 977 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3972.

Carson Wealth (CWM LLC) first reported a position in GAPR in Q2 2023 and has held it in 12 quarters since. The position peaked at $84K in Q3 2025. 90 funds tracked by Wall St. Rank hold GAPR as of Q1 2026.

Carson Wealth (CWM LLC) held 977 shares of FT Vest US Equity Moderate Buffer ETF April worth $39.5K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest US Equity Moderate Buffer ETF April share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF April made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3972 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Moderate Buffer ETF April position peaked at $84K in Q3 2025.
90 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q1 2026.

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