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

Carson Wealth (CWM LLC)’s Portfolio GJAN Stock Details GJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$325K Sell
2025
Q2 		$314K Hold
2025
Q1 		$296K Buy
2024
Q4 		$262K Hold
2024
Q3 		$257K Sell
2024
Q2 		$253K Sell
2024
Q1 		$247K Buy