Carson Wealth (CWM LLC)
GJUN icon

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

Carson Wealth (CWM LLC)’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.9K Hold
506
– – ﹤0.01% 4421
2025
Q4 		$20K Hold
506
– – ﹤0.01% 4166
2025
Q3 		$20K Hold
506
– – ﹤0.01% 4122
2025
Q2 		$19K Buy
+506
New +$18.1K ﹤0.01% 3942

Other funds holding GJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q1 2026 at 506 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4421.

Carson Wealth (CWM LLC) first reported a position in GJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $20K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 506 shares of FT Vest US Equity Moderate Buffer ETF June worth $19.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4421 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Moderate Buffer ETF June position peaked at $20K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

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