Carson Wealth (CWM LLC)’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$99.1K	Hold	2,960	–	–	﹤0.01%	3277
2025 Q4	$98K	Hold	2,960	–	–	﹤0.01%	3087
2025 Q3	$96K	Sell	2,960 -160	-5%	-$5.17K	﹤0.01%	3023
2025 Q2	$100K	Hold	3,120	–	–	﹤0.01%	2727
2025 Q1	$98K	Hold	3,120	–	–	﹤0.01%	2443
2024 Q4	$96K	Hold	3,120	–	–	﹤0.01%	2308
2024 Q3	$95K	Hold	3,120	–	–	﹤0.01%	2231
2024 Q2	$93K	Buy	+3,120	New	+$91.2K	﹤0.01%	2018

Other funds holding MARM

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q1 2026 at 2,960 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Carson Wealth (CWM LLC) first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $100K in Q2 2025. 76 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Carson Wealth (CWM LLC) held 2,960 shares of FT Vest US Equity Max Buffer ETF March worth $99.1K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3277 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Max Buffer ETF March position peaked at $100K in Q2 2025.
76 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

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