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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$343K	Hold	8,365	–	–	﹤0.01%	2295
2025 Q4	$345K	Hold	8,365	–	–	﹤0.01%	2171
2025 Q3	$339K	Hold	8,365	–	–	﹤0.01%	2023
2025 Q2	$328K	Buy	8,365 +7,876	+1,611%	+$292K	﹤0.01%	1804
2025 Q1	$18K	Hold	489	–	–	﹤0.01%	3749
2024 Q4	$18K	Hold	489	–	–	﹤0.01%	3511
2024 Q3	$18K	Hold	489	–	–	﹤0.01%	3428
2024 Q2	$17K	Buy	+489	New	+$16.8K	﹤0.01%	3216

Other funds holding GMAY

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

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

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

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

KAS

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

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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

WTFG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Moderate Buffer ETF May (GMAY) position steady in Q1 2026 at 8,365 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Carson Wealth (CWM LLC) first reported a position in GMAY in Q2 2024 and has held it in 8 quarters since. The position peaked at $345K in Q4 2025. 98 funds tracked by Wall St. Rank hold GMAY as of Q1 2026.

Carson Wealth (CWM LLC) held 8,365 shares of FT Vest US Equity Moderate Buffer ETF May worth $343K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest US Equity Moderate Buffer ETF May share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF May made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2295 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF May in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Moderate Buffer ETF May position peaked at $345K in Q4 2025.
98 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF May as of Q1 2026.

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