Carson Wealth (CWM LLC)
QCJA

Carson Wealth (CWM LLC)’s FT Vest Nasdaq-100 Conservative Buffer ETF - January QCJA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QCJA Stock Details QCJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$116K Hold
5,368
– – ﹤0.01% 3140
2025
Q4 		$118K Hold
5,368
– – ﹤0.01% 2946
2025
Q3 		$115K Hold
5,368
– – ﹤0.01% 2873
2025
Q2 		$111K Buy
5,368
+5,118
+2,047% +$101K ﹤0.01% 2618
2025
Q1 		$5K Buy
+250
New +$4.93K ﹤0.01% 4506

Other funds holding QCJA

FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) position steady in Q1 2026 at 5,368 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

Carson Wealth (CWM LLC) first reported a position in QCJA in Q1 2025 and has held it in 5 quarters since. The position peaked at $118K in Q4 2025. 47 funds tracked by Wall St. Rank hold QCJA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,368 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $116K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest Nasdaq-100 Conservative Buffer ETF - January share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - January made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3140 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2025 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest Nasdaq-100 Conservative Buffer ETF - January position peaked at $118K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q1 2026.

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