Carson Wealth (CWM LLC)’s FT Vest Nasdaq-100 Buffer ETF September QSPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6K	Hold	443	–	–	﹤0.01%	4646
2025 Q4	$14K	Hold	443	–	–	﹤0.01%	4383
2025 Q3	$14K	Hold	443	–	–	﹤0.01%	4321
2025 Q2	$13K	Hold	443	–	–	﹤0.01%	4174
2025 Q1	$12K	Hold	443	–	–	﹤0.01%	4018
2024 Q4	$12K	Hold	443	–	–	﹤0.01%	3772
2024 Q3	$12K	Hold	443	–	–	﹤0.01%	3692
2024 Q2	$12K	Hold	443	–	–	﹤0.01%	3447
2024 Q1	$11K	Hold	443	–	–	﹤0.01%	3290
2023 Q4	$11K	Buy	+443	New	+$10K	﹤0.01%	3144

Other funds holding QSPT

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

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

KAS

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) held its FT Vest Nasdaq-100 Buffer ETF September (QSPT) position steady in Q1 2026 at 443 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4646.

Carson Wealth (CWM LLC) first reported a position in QSPT in Q4 2023 and has held it in 10 quarters since. The position peaked at $14K in Q4 2025. 92 funds tracked by Wall St. Rank hold QSPT as of Q1 2026.

Carson Wealth (CWM LLC) held 443 shares of FT Vest Nasdaq-100 Buffer ETF September worth $13.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest Nasdaq-100 Buffer ETF September share count unchanged in Q1 2026.
FT Vest Nasdaq-100 Buffer ETF September made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4646 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest Nasdaq-100 Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s FT Vest Nasdaq-100 Buffer ETF September position peaked at $14K in Q4 2025.
92 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Buffer ETF September as of Q1 2026.

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