Carson Wealth (CWM LLC)
XIDE icon

Carson Wealth (CWM LLC)’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XIDE Stock Details XIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,215
Closed -$67K – 5201
2024
Q3 		$67K Buy
+2,215
New +$67.1K ﹤0.01% 2471

Other funds holding XIDE

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XIDE Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of FT Vest US Equity Buffer & Premium Income ETF December (XIDE) in Q4 2024, closing a stake of 2,215 shares — an estimated $67K sold.

Carson Wealth (CWM LLC) first reported a position in XIDE in Q3 2024 and held it in 1 quarter. The position peaked at $67K in Q3 2024. 18 funds tracked by Wall St. Rank hold XIDE as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining FT Vest US Equity Buffer & Premium Income ETF December position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,215 FT Vest US Equity Buffer & Premium Income ETF December shares in Q4 2024, an estimated $67K.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer & Premium Income ETF December position peaked at $67K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.