Carson Wealth (CWM LLC)’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$112K	Buy	4,354 +1,285	+42%	+$33.4K	﹤0.01%	3161
2025 Q4	$79K	Hold	3,069	–	–	﹤0.01%	3252
2025 Q3	$77K	Buy	3,069 +2,060	+204%	+$50.9K	﹤0.01%	3186
2025 Q2	$25K	Hold	1,009	–	–	﹤0.01%	3783
2025 Q1	$23K	Hold	1,009	–	–	﹤0.01%	3587
2024 Q4	$22K	Hold	1,009	–	–	﹤0.01%	3389
2024 Q3	$23K	Buy	1,009 +762	+309%	+$17K	﹤0.01%	3281
2024 Q2	$5K	Hold	247	–	–	﹤0.01%	3917
2024 Q1	$5K	Hold	247	–	–	﹤0.01%	3709
2023 Q4	$5K	Hold	247	–	–	﹤0.01%	3558
2023 Q3	$5K	Buy	+247	New	+$5.02K	﹤0.01%	3514

Other funds holding YJUN

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest International Equity Buffer ETF June (YJUN) stake by 42% in Q1 2026, buying an estimated $33.4K and bringing the position to 4,354 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Carson Wealth (CWM LLC) first reported a position in YJUN in Q3 2023 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold YJUN as of Q1 2026.

Carson Wealth (CWM LLC) held 4,354 shares of FT Vest International Equity Buffer ETF June worth $112K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,285 FT Vest International Equity Buffer ETF June shares in Q1 2026, an estimated $33.4K.
FT Vest International Equity Buffer ETF June made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3161 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest International Equity Buffer ETF June in Q3 2023 and has held it in 11 quarters since.
69 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q1 2026.

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