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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Buy	6,705 +4,976	+288%	+$208K	﹤0.01%	2452
2025 Q4	$72K	Hold	1,729	–	–	﹤0.01%	3326
2025 Q3	$70K	Hold	1,729	–	–	﹤0.01%	3246
2025 Q2	$67K	Hold	1,729	–	–	﹤0.01%	3042
2025 Q1	$64K	Hold	1,729	–	–	﹤0.01%	2765
2024 Q4	$65K	Hold	1,729	–	–	﹤0.01%	2596
2024 Q3	$63K	Hold	1,729	–	–	﹤0.01%	2522
2024 Q2	$61K	Hold	1,729	–	–	﹤0.01%	2327
2024 Q1	$60K	Buy	+1,729	New	+$58.2K	﹤0.01%	2177

Other funds holding GFEB

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

KAS

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

FIBOI

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

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

Carson Wealth (CWM LLC) increased its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 288% in Q1 2026, buying an estimated $208K and bringing the position to 6,705 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Carson Wealth (CWM LLC) first reported a position in GFEB in Q1 2024 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold GFEB as of Q1 2026.

Carson Wealth (CWM LLC) held 6,705 shares of FT Vest US Equity Moderate Buffer ETF February worth $276K as of Q1 2026.
Carson Wealth (CWM LLC) bought 4,976 FT Vest US Equity Moderate Buffer ETF February shares in Q1 2026, an estimated $208K.
FT Vest US Equity Moderate Buffer ETF February made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2452 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q1 2026.

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