Carson Wealth (CWM LLC)
QDEC icon

Carson Wealth (CWM LLC)’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.3K Hold
2,235
– – ﹤0.01% 3544
2025
Q4 		$73K Hold
2,235
– – ﹤0.01% 3318
2025
Q3 		$70K Sell
2,235
-69
-3% -$2.08K ﹤0.01% 3250
2025
Q2 		$68K Hold
2,304
– – ﹤0.01% 3028
2025
Q1 		$60K Sell
2,304
-6,399
-74% -$176K ﹤0.01% 2830
2024
Q4 		$240K Buy
8,703
+1,810
+26% +$49.4K ﹤0.01% 1715
2024
Q3 		$184K Hold
6,893
– – ﹤0.01% 1798
2024
Q2 		$180K Sell
6,893
-240
-3% -$6.03K ﹤0.01% 1640
2024
Q1 		$177K Hold
7,133
– – ﹤0.01% 1572
2023
Q4 		$169K Buy
7,133
+425
+6% +$9.84K ﹤0.01% 1490
2023
Q3 		$152K Sell
6,708
-409
-6% -$9.23K ﹤0.01% 1423
2023
Q2 		$159K Sell
7,117
-22,318
-76% -$477K ﹤0.01% 1342
2023
Q1 		$610K Buy
+29,435
New +$580K ﹤0.01% 828

Other funds holding QDEC

SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest Growth-100 Buffer ETF December (QDEC) position steady in Q1 2026 at 2,235 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

Carson Wealth (CWM LLC) first reported a position in QDEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $610K in Q1 2023. 103 funds tracked by Wall St. Rank hold QDEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,235 shares of FT Vest Growth-100 Buffer ETF December worth $70.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest Growth-100 Buffer ETF December share count unchanged in Q1 2026.
  • FT Vest Growth-100 Buffer ETF December made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3544 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest Growth-100 Buffer ETF December position peaked at $610K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q1 2026.

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