Carson Wealth (CWM LLC)
BFRZ

Carson Wealth (CWM LLC)’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BFRZ Stock Details BFRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8M Buy
446,576
+339,308
+316% +$9.1M 0.03% 488
2025
Q4 		$2.88M Buy
+107,268
New +$2.87M 0.01% 1002

Other funds holding BFRZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $132M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 316% in Q1 2026, buying an estimated $9.1M and bringing the position to 446,576 shares worth $11.8M. The position accounts for 0.03% of the portfolio, ranked #488.

Carson Wealth (CWM LLC) first reported a position in BFRZ in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 446,576 shares of Innovator Equity Managed 100 Buffer ETF worth $11.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 339,308 Innovator Equity Managed 100 Buffer ETF shares in Q1 2026, an estimated $9.1M.
  • Innovator Equity Managed 100 Buffer ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #488 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Managed 100 Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

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