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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Hold
2,860
﹤0.01% 2614
2025
Q1
$106K Sell
2,860
-20
-0.7% -$741 ﹤0.01% 2377
2024
Q4
$108K Hold
2,880
﹤0.01% 2231
2024
Q3
$106K Sell
2,880
-20
-0.7% -$736 ﹤0.01% 2161
2024
Q2
$103K Buy
+2,900
New +$103K ﹤0.01% 1955