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
2026 Q1	$13.6K	Hold	520	–	–	﹤0.01%	4644
2025 Q4	$14K	Hold	520	–	–	﹤0.01%	4394
2025 Q3	$13K	Hold	520	–	–	﹤0.01%	4373
2025 Q2	$13K	Hold	520	–	–	﹤0.01%	4183
2025 Q1	$12K	Hold	520	–	–	﹤0.01%	4030
2024 Q4	$11K	Hold	520	–	–	﹤0.01%	3835
2024 Q3	$12K	Hold	520	–	–	﹤0.01%	3710
2024 Q2	$11K	Hold	520	–	–	﹤0.01%	3513
2024 Q1	$11K	Hold	520	–	–	﹤0.01%	3308
2023 Q4	$11K	Buy	+520	New	+$10.2K	﹤0.01%	3156

Other funds holding YSEP

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

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

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) held its FT Vest International Equity Buffer ETF September (YSEP) position steady in Q1 2026 at 520 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4644.

Carson Wealth (CWM LLC) first reported a position in YSEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $14K in Q4 2025. 66 funds tracked by Wall St. Rank hold YSEP as of Q1 2026.

Carson Wealth (CWM LLC) held 520 shares of FT Vest International Equity Buffer ETF September worth $13.6K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest International Equity Buffer ETF September share count unchanged in Q1 2026.
FT Vest International Equity Buffer ETF September made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4644 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest International Equity Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s FT Vest International Equity Buffer ETF September position peaked at $14K in Q4 2025.
66 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2026.

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