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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.3K	Hold	1,066	–	–	﹤0.01%	4093
2025 Q4	$34K	Sell	1,066 -917	-46%	-$28.8K	﹤0.01%	3874
2025 Q3	$62K	Buy	1,983 +1,914	+2,774%	+$58K	﹤0.01%	3354
2025 Q2	$2K	Hold	69	–	–	﹤0.01%	4917
2025 Q1	$2K	Buy	+69	New	+$1.93K	﹤0.01%	4803

Other funds holding QJUN

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest Growth-100 Buffer ETF June (QJUN) position steady in Q1 2026 at 1,066 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4093.

Carson Wealth (CWM LLC) first reported a position in QJUN in Q1 2025 and has held it in 5 quarters since. The position peaked at $62K in Q3 2025. 107 funds tracked by Wall St. Rank hold QJUN as of Q1 2026.

Carson Wealth (CWM LLC) held 1,066 shares of FT Vest Growth-100 Buffer ETF June worth $33.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest Growth-100 Buffer ETF June share count unchanged in Q1 2026.
FT Vest Growth-100 Buffer ETF June made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4093 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest Growth-100 Buffer ETF June in Q1 2025 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s FT Vest Growth-100 Buffer ETF June position peaked at $62K in Q3 2025.
107 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q1 2026.

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