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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Sell	2,820 -10	-0.4%	-$413	﹤0.01%	3124
2025 Q4	$116K	Sell	2,830 -10	-0.4%	-$404	﹤0.01%	2955
2025 Q3	$114K	Sell	2,840 -20	-0.7%	-$791	﹤0.01%	2874
2025 Q2	$111K	Hold	2,860	–	–	﹤0.01%	2616
2025 Q1	$106K	Sell	2,860 -20	-0.7%	-$754	﹤0.01%	2379
2024 Q4	$108K	Hold	2,880	–	–	﹤0.01%	2233
2024 Q3	$106K	Sell	2,880 -20	-0.7%	-$718	﹤0.01%	2163
2024 Q2	$103K	Buy	+2,900	New	+$100K	﹤0.01%	1957

Other funds holding GMAR

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

FIBOI

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

KAS

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 0.35% in Q1 2026, selling an estimated $413 and leaving 2,820 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Carson Wealth (CWM LLC) first reported a position in GMAR in Q2 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold GMAR as of Q1 2026.

Carson Wealth (CWM LLC) held 2,820 shares of FT Vest US Equity Moderate Buffer ETF March worth $118K as of Q1 2026.
Carson Wealth (CWM LLC) sold 10 FT Vest US Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $413.
FT Vest US Equity Moderate Buffer ETF March made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3124 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q1 2026.

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