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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
7,437
-3,715
-33% -$138K ﹤0.01% 1928
2025
Q1
$394K Sell
11,152
-7,007
-39% -$248K ﹤0.01% 1553
2024
Q4
$644K Buy
+18,159
New +$644K ﹤0.01% 1285