Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFB Stock Details BUFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11K Buy
2025
Q2 		$9K Hold
2025
Q1 		$8K Sell
2024
Q4 		$15K Sell
2024
Q3 		$15K Hold
2024
Q2 		$15K Buy
2024
Q1 		$10K Buy