Carson Wealth (CWM LLC)
JULM

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

Carson Wealth (CWM LLC)’s Portfolio JULM Stock Details JULM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$781K Sell
23,275
-160
-0.7% -$5.39K ﹤0.01% 1700
2025
Q4 		$787K Sell
23,435
-337
-1% -$11.2K ﹤0.01% 1644
2025
Q3 		$789K Buy
+23,772
New +$781K ﹤0.01% 1536

Other funds holding JULM

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 0.68% in Q1 2026, selling an estimated $5.39K and leaving 23,275 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Carson Wealth (CWM LLC) first reported a position in JULM in Q3 2025 and has held it in 3 quarters since. The position peaked at $789K in Q3 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,275 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $781K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 160 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $5.39K.
  • FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1700 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Max Buffer ETF - July position peaked at $789K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

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