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

Carson Wealth (CWM LLC)’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$13K Hold
2025
Q2 		$13K Hold
2025
Q1 		$12K Hold
2024
Q4 		$11K Hold
2024
Q3 		$12K Hold
2024
Q2 		$11K Hold
2024
Q1 		$11K Hold
2023
Q4 		$11K Buy