Carson Wealth (CWM LLC)
QMMY

Carson Wealth (CWM LLC)’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.4K Hold
1,023
– – ﹤0.01% 4278
2025
Q4 		$26K Hold
1,023
– – ﹤0.01% 4026
2025
Q3 		$25K Buy
+1,023
New +$24.5K ﹤0.01% 4001
2024
Q4 		– Sell
-4,391
Closed -$92K – 5217
2024
Q3 		$92K Buy
+4,391
New +$90K ﹤0.01% 2254

Other funds holding QMMY

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 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 $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) position steady in Q1 2026 at 1,023 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

Carson Wealth (CWM LLC) first reported a position in QMMY in Q3 2024 and has held it in 4 quarters since. The position peaked at $92K in Q3 2024. 40 funds tracked by Wall St. Rank hold QMMY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,023 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $25.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest Nasdaq-100 Moderate Buffer ETF - May share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4278 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q3 2024 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $92K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q1 2026.

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