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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.1K	Sell	1,865 -898	-33%	-$34.8K	﹤0.01%	3536
2025 Q4	$107K	Sell	2,763 -8	-0.3%	-$307	﹤0.01%	3007
2025 Q3	$106K	Sell	2,771 -4	-0.1%	-$150	﹤0.01%	2940
2025 Q2	$102K	Sell	2,775 -1,299	-32%	-$45.4K	﹤0.01%	2703
2025 Q1	$141K	Hold	4,074	–	–	﹤0.01%	2149
2024 Q4	$143K	Hold	4,074	–	–	﹤0.01%	2054
2024 Q3	$141K	Buy	4,074 +498	+14%	+$17K	﹤0.01%	1971
2024 Q2	$121K	Hold	3,576	–	–	﹤0.01%	1856
2024 Q1	$118K	Sell	3,576 -427	-11%	-$13.8K	﹤0.01%	1779
2023 Q4	$127K	Buy	+4,003	New	+$122K	﹤0.01%	1620

Other funds holding GSEP

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

KAS

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

PIS

POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 33% in Q1 2026, selling an estimated $34.8K and leaving 1,865 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3536.

Carson Wealth (CWM LLC) first reported a position in GSEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $143K in Q4 2024. 120 funds tracked by Wall St. Rank hold GSEP as of Q1 2026.

Carson Wealth (CWM LLC) held 1,865 shares of FT Vest US Equity Moderate Buffer ETF September worth $71.1K as of Q1 2026.
Carson Wealth (CWM LLC) sold 898 FT Vest US Equity Moderate Buffer ETF September shares in Q1 2026, an estimated $34.8K.
FT Vest US Equity Moderate Buffer ETF September made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3536 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Moderate Buffer ETF September position peaked at $143K in Q4 2024.
120 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q1 2026.

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