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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$231K	Hold	9,851	–	–	﹤0.01%	2609
2025 Q4	$234K	Hold	9,851	–	–	﹤0.01%	2445
2025 Q3	$229K	Hold	9,851	–	–	﹤0.01%	2345
2025 Q2	$220K	Buy	9,851 +8,811	+847%	+$185K	﹤0.01%	2099
2025 Q1	$21K	Buy	1,040 +491	+89%	+$10.3K	﹤0.01%	3655
2024 Q4	$12K	Hold	549	–	–	﹤0.01%	3790
2024 Q3	$11K	Buy	+549	New	+$11K	﹤0.01%	3760

Other funds holding QCJL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

KAS

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) held its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) position steady in Q1 2026 at 9,851 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Carson Wealth (CWM LLC) first reported a position in QCJL in Q3 2024 and has held it in 7 quarters since. The position peaked at $234K in Q4 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

Carson Wealth (CWM LLC) held 9,851 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $231K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest Nasdaq-100 Conservative Buffer ETF - July share count unchanged in Q1 2026.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2609 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $234K in Q4 2025.
58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

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