Carson Wealth (CWM LLC)
BUFD icon

Carson Wealth (CWM LLC)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.6M Buy
736,966
+37,459
+5% +$1.06M 0.05% 321
2025
Q4 		$19.8M Buy
699,507
+264,077
+61% +$7.37M 0.05% 319
2025
Q3 		$12M Buy
435,430
+160,339
+58% +$4.34M 0.04% 410
2025
Q2 		$7.31M Buy
275,091
+2,178
+0.8% +$55.1K 0.03% 483
2025
Q1 		$6.81M Buy
272,913
+14,173
+5% +$362K 0.03% 439
2024
Q4 		$6.6M Buy
258,740
+53,051
+26% +$1.35M 0.03% 415
2024
Q3 		$5.15M Buy
205,689
+26,080
+15% +$641K 0.02% 434
2024
Q2 		$4.37M Sell
179,609
-81,267
-31% -$1.94M 0.02% 446
2024
Q1 		$6.15M Sell
260,876
-462,963
-64% -$10.7M 0.03% 382
2023
Q4 		$16.4M Buy
723,839
+625,494
+636% +$13.6M 0.09% 210
2023
Q3 		$2.09M Buy
98,345
+96,033
+4,154% +$2.08M 0.01% 537
2023
Q2 		$50K Buy
+2,312
New +$48K ﹤0.01% 1982

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