Carson Wealth (CWM LLC)
YDEC icon

Carson Wealth (CWM LLC)’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YDEC Stock Details YDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.4K Buy
890
+450
+102% +$12K ﹤0.01% 4316
2025
Q4 		$12K Hold
440
– – ﹤0.01% 4476
2025
Q3 		$11K Hold
440
– – ﹤0.01% 4450
2025
Q2 		$11K Buy
+440
New +$10.7K ﹤0.01% 4264

Other funds holding YDEC

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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

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

Carson Wealth (CWM LLC) increased its FT Vest International Equity Moderate Buffer ETF December (YDEC) stake by 102% in Q1 2026, buying an estimated $12K and bringing the position to 890 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4316.

Carson Wealth (CWM LLC) first reported a position in YDEC in Q2 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold YDEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 890 shares of FT Vest International Equity Moderate Buffer ETF December worth $23.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 450 FT Vest International Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $12K.
  • FT Vest International Equity Moderate Buffer ETF December made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4316 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q2 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q1 2026.

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