Carson Wealth (CWM LLC)
GSEP icon

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

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