Carson Wealth (CWM LLC)
XJUL icon

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

Carson Wealth (CWM LLC)’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219K Sell
5,635
-702
-11% -$27.5K ﹤0.01% 2667
2025
Q4 		$248K Sell
6,337
-111
-2% -$4.29K ﹤0.01% 2392
2025
Q3 		$247K Sell
6,448
-989
-13% -$37.3K ﹤0.01% 2280
2025
Q2 		$276K Sell
7,437
-3,715
-33% -$133K ﹤0.01% 1930
2025
Q1 		$394K Sell
11,152
-7,007
-39% -$250K ﹤0.01% 1555
2024
Q4 		$644K Buy
+18,159
New +$641K ﹤0.01% 1286

Other funds holding XJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 11% in Q1 2026, selling an estimated $27.5K and leaving 5,635 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Carson Wealth (CWM LLC) first reported a position in XJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $644K in Q4 2024. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,635 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $219K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 702 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $27.5K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2667 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $644K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

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