Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KNG Stock Details KNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.63M Sell
33,546
-434
-1% -$22K ﹤0.01% 1288
2025
Q4 		$1.67M Sell
33,980
-1,257
-4% -$61.6K ﹤0.01% 1228
2025
Q3 		$1.74M Buy
35,237
+3,909
+12% +$195K 0.01% 1149
2025
Q2 		$1.54M Buy
31,328
+4,365
+16% +$212K 0.01% 1048
2025
Q1 		$1.36M Sell
26,963
-960
-3% -$48.7K 0.01% 998
2024
Q4 		$1.4M Buy
27,923
+2,284
+9% +$121K 0.01% 926
2024
Q3 		$1.4M Buy
25,639
+2,084
+9% +$109K 0.01% 853
2024
Q2 		$1.19M Buy
23,555
+5,150
+28% +$266K 0.01% 814
2024
Q1 		$989K Buy
18,405
+9,232
+101% +$478K ﹤0.01% 857
2023
Q4 		$474K Buy
9,173
+6,863
+297% +$339K ﹤0.01% 1082
2023
Q3 		$114K Buy
+2,310
New +$121K ﹤0.01% 1558

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Wells Fargo
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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM