Carson Wealth (CWM LLC)’s FT U.S. Equity Max Buffer ETF - January JANM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Buy	8,661 +2,401	+38%	+$79.3K	﹤0.01%	2419
2025 Q4	$207K	Sell	6,260 -30	-0.5%	-$980	﹤0.01%	2549
2025 Q3	$204K	Sell	6,290 -10	-0.2%	-$321	﹤0.01%	2428
2025 Q2	$200K	Hold	6,300	–	–	﹤0.01%	2173
2025 Q1	$194K	Buy	+6,300	New	+$196K	﹤0.01%	1942

Other funds holding JANM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

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

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

KAS

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT U.S. Equity Max Buffer ETF - January (JANM) stake by 38% in Q1 2026, buying an estimated $79.3K and bringing the position to 8,661 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Carson Wealth (CWM LLC) first reported a position in JANM in Q1 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold JANM as of Q1 2026.

Carson Wealth (CWM LLC) held 8,661 shares of FT U.S. Equity Max Buffer ETF - January worth $284K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,401 FT U.S. Equity Max Buffer ETF - January shares in Q1 2026, an estimated $79.3K.
FT U.S. Equity Max Buffer ETF - January made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2419 holding.
Carson Wealth (CWM LLC) first reported a position in FT U.S. Equity Max Buffer ETF - January in Q1 2025 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held FT U.S. Equity Max Buffer ETF - January as of Q1 2026.

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