Carson Wealth (CWM LLC)’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235K	Hold	5,830	–	–	﹤0.01%	2591
2025 Q4	$239K	Sell	5,830 -356	-6%	-$14.4K	﹤0.01%	2425
2025 Q3	$248K	Hold	6,186	–	–	﹤0.01%	2278
2025 Q2	$240K	Hold	6,186	–	–	﹤0.01%	2016
2025 Q1	$228K	Sell	6,186 -1,233	-17%	-$46.2K	﹤0.01%	1838
2024 Q4	$277K	Sell	7,419 -2,398	-24%	-$88.9K	﹤0.01%	1643
2024 Q3	$361K	Buy	9,817 +2,043	+26%	+$74.2K	﹤0.01%	1457
2024 Q2	$280K	Sell	7,774 -78	-1%	-$2.77K	﹤0.01%	1424
2024 Q1	$277K	Hold	7,852	–	–	﹤0.01%	1368
2023 Q4	$267K	Hold	7,852	–	–	﹤0.01%	1297
2023 Q3	$258K	Sell	7,852 -1,793	-19%	-$59K	﹤0.01%	1209
2023 Q2	$315K	Sell	9,645 -15,219	-61%	-$484K	﹤0.01%	1095
2023 Q1	$776K	Buy	+24,864	New	+$762K	0.01%	738

Other funds holding XDEC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q1 2026 at 5,830 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Carson Wealth (CWM LLC) first reported a position in XDEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $776K in Q1 2023. 84 funds tracked by Wall St. Rank hold XDEC as of Q1 2026.

Carson Wealth (CWM LLC) held 5,830 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $235K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2591 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $776K in Q1 2023.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2026.

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