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
2026 Q1	$45.1K	Buy	1,217 +106	+10%	+$4K	﹤0.01%	3894
2025 Q4	$42K	Sell	1,111 -14	-1%	-$520	﹤0.01%	3725
2025 Q3	$41K	Sell	1,125 -6	-0.5%	-$216	﹤0.01%	3675
2025 Q2	$40K	Sell	1,131 -6,450	-85%	-$216K	﹤0.01%	3446
2025 Q1	$251K	Sell	7,581 -250	-3%	-$8.47K	﹤0.01%	1781
2024 Q4	$264K	Buy	7,831 +7,500	+2,266%	+$252K	﹤0.01%	1667
2024 Q3	$11K	Hold	331	–	–	﹤0.01%	3731
2024 Q2	$11K	Hold	331	–	–	﹤0.01%	3482
2024 Q1	$10K	Hold	331	–	–	﹤0.01%	3325
2023 Q4	$10K	Buy	+331	New	+$9.99K	﹤0.01%	3173

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) increased its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 9.5% in Q1 2026, buying an estimated $4K and bringing the position to 1,217 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Carson Wealth (CWM LLC) first reported a position in GDEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $264K in Q4 2024. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

Carson Wealth (CWM LLC) held 1,217 shares of FT Vest US Equity Moderate Buffer ETF December worth $45.1K as of Q1 2026.
Carson Wealth (CWM LLC) bought 106 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $4K.
FT Vest US Equity Moderate Buffer ETF December made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3894 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Moderate Buffer ETF December position peaked at $264K in Q4 2024.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

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