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
2025
Q3 		$247K Sell
2025
Q2 		$276K Sell
2025
Q1 		$394K Sell
2024
Q4 		$644K Buy