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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
7,994
+965
+14% +$32.1K ﹤0.01% 1946
2025
Q1
$221K Sell
7,029
-16
-0.2% -$503 ﹤0.01% 1856
2024
Q4
$224K Sell
7,045
-21
-0.3% -$668 ﹤0.01% 1758
2024
Q3
$222K Buy
+7,066
New +$222K ﹤0.01% 1703