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

Carson Wealth (CWM LLC)’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$41K Sell
2025
Q2 		$40K Sell
2025
Q1 		$251K Sell
2024
Q4 		$264K Buy
2024
Q3 		$11K Hold
2024
Q2 		$11K Hold
2024
Q1 		$10K Hold
2023
Q4 		$10K Buy