Carson Wealth (CWM LLC)
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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
2025
Q3 		$106K Sell
2025
Q2 		$102K Sell
2025
Q1 		$141K Hold
2024
Q4 		$143K Hold
2024
Q3 		$141K Buy
2024
Q2 		$121K Hold
2024
Q1 		$118K Sell
2023
Q4 		$127K Buy