Carson Wealth (CWM LLC)
XJUN icon

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

Carson Wealth (CWM LLC)’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,796
Closed -$182K – 5202
2024
Q3 		$182K Buy
+4,796
New +$179K ﹤0.01% 1805

Other funds holding XJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q4 2024, closing a stake of 4,796 shares — an estimated $182K sold.

Carson Wealth (CWM LLC) first reported a position in XJUN in Q3 2024 and held it in 1 quarter. The position peaked at $182K in Q3 2024. 80 funds tracked by Wall St. Rank hold XJUN as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,796 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q4 2024, an estimated $182K.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $182K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q4 2024.

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