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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$177K	Sell	5,163 -6	-0.1%	-$206	﹤0.01%	2828
2025 Q4	$177K	Sell	5,169 -2,590	-33%	-$88K	﹤0.01%	2669
2025 Q3	$262K	Sell	7,759 -235	-3%	-$7.88K	﹤0.01%	2239
2025 Q2	$266K	Buy	7,994 +965	+14%	+$30.8K	﹤0.01%	1948
2025 Q1	$221K	Sell	7,029 -16	-0.2%	-$510	﹤0.01%	1858
2024 Q4	$224K	Sell	7,045 -21	-0.3%	-$664	﹤0.01%	1760
2024 Q3	$222K	Buy	+7,066	New	+$218K	﹤0.01%	1704

Other funds holding JUNM

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 0.12% in Q1 2026, selling an estimated $206 and leaving 5,163 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Carson Wealth (CWM LLC) first reported a position in JUNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $266K in Q2 2025. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

Carson Wealth (CWM LLC) held 5,163 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $177K as of Q1 2026.
Carson Wealth (CWM LLC) sold 6 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2026, an estimated $206.
FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2828 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Max Buffer ETF - June position peaked at $266K in Q2 2025.
52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

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