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
2026 Q1	$1.22M	Buy	29,099 +21,304	+273%	+$910K	﹤0.01%	1434
2025 Q4	$334K	Sell	7,795 -5	-0.1%	-$211	﹤0.01%	2192
2025 Q3	$325K	Sell	7,800 -49	-0.6%	-$2K	﹤0.01%	2064
2025 Q2	$314K	Hold	7,849	–	–	﹤0.01%	1834
2025 Q1	$296K	Buy	7,849 +1,072	+16%	+$41.4K	﹤0.01%	1679
2024 Q4	$262K	Hold	6,777	–	–	﹤0.01%	1673
2024 Q3	$257K	Sell	6,777 -73	-1%	-$2.72K	﹤0.01%	1628
2024 Q2	$253K	Sell	6,850 -23	-0.3%	-$830	﹤0.01%	1467
2024 Q1	$247K	Buy	+6,873	New	+$241K	﹤0.01%	1415

Other funds holding GJAN

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 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

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

Carson Wealth (CWM LLC) increased its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 273% in Q1 2026, buying an estimated $910K and bringing the position to 29,099 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Carson Wealth (CWM LLC) first reported a position in GJAN in Q1 2024 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold GJAN as of Q1 2026.

Carson Wealth (CWM LLC) held 29,099 shares of FT Vest US Equity Moderate Buffer ETF January worth $1.22M as of Q1 2026.
Carson Wealth (CWM LLC) bought 21,304 FT Vest US Equity Moderate Buffer ETF January shares in Q1 2026, an estimated $910K.
FT Vest US Equity Moderate Buffer ETF January made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1434 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q1 2026.

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