Carson Wealth (CWM LLC)
BUFB icon

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
2026
Q1 		$5.85K Hold
163
– – ﹤0.01% 4970
2025
Q4 		$6K Sell
163
-147
-47% -$5.3K ﹤0.01% 4737
2025
Q3 		$11K Buy
310
+56
+22% +$1.95K ﹤0.01% 4417
2025
Q2 		$9K Hold
254
– – ﹤0.01% 4340
2025
Q1 		$8K Sell
254
-198
-44% -$6.42K ﹤0.01% 4201
2024
Q4 		$15K Sell
452
-26
-5% -$837 ﹤0.01% 3619
2024
Q3 		$15K Hold
478
– – ﹤0.01% 3537
2024
Q2 		$15K Buy
478
+147
+44% +$4.36K ﹤0.01% 3291
2024
Q1 		$10K Buy
+331
New +$9.47K ﹤0.01% 3315

Other funds holding BUFB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator Laddered Allocation Buffer ETF (BUFB) position steady in Q1 2026 at 163 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4970.

Carson Wealth (CWM LLC) first reported a position in BUFB in Q1 2024 and has held it in 9 quarters since. The position peaked at $15K in Q4 2024. 86 funds tracked by Wall St. Rank hold BUFB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 163 shares of Innovator Laddered Allocation Buffer ETF worth $5.85K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator Laddered Allocation Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Buffer ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4970 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Laddered Allocation Buffer ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator Laddered Allocation Buffer ETF position peaked at $15K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Innovator Laddered Allocation Buffer ETF as of Q1 2026.

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