Carson Wealth (CWM LLC)
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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
2025
Q3 		$114K Sell
2025
Q2 		$111K Hold
2025
Q1 		$106K Sell
2024
Q4 		$108K Hold
2024
Q3 		$106K Sell
2024
Q2 		$103K Buy