Carson Wealth (CWM LLC)
XISE icon

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

Carson Wealth (CWM LLC)’s Portfolio XISE Stock Details XISE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Sell
9,902
-29,983
-75% -$905K ﹤0.01% 2393
2025
Q4 		$1.21M Buy
39,885
+4,681
+13% +$141K ﹤0.01% 1383
2025
Q3 		$1.06M Buy
35,204
+4,311
+14% +$131K ﹤0.01% 1366
2025
Q2 		$940K Buy
+30,893
New +$925K ﹤0.01% 1267

Other funds holding XISE

TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer & Premium Income ETF September (XISE) stake by 75% in Q1 2026, selling an estimated $905K and leaving 9,902 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Carson Wealth (CWM LLC) first reported a position in XISE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 43 funds tracked by Wall St. Rank hold XISE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,902 shares of FT Vest US Equity Buffer & Premium Income ETF September worth $297K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 29,983 FT Vest US Equity Buffer & Premium Income ETF September shares in Q1 2026, an estimated $905K.
  • FT Vest US Equity Buffer & Premium Income ETF September made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2393 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer & Premium Income ETF September in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer & Premium Income ETF September position peaked at $1.21M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF September as of Q1 2026.

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