Carson Wealth (CWM LLC)’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
275,091
+2,178
| +0.8% | +$57.8K | 0.03% | 483 |
|
|
2025
Q1 | $6.81M | Buy |
272,913
+14,173
| +5% | +$354K | 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% | +$653K | 0.02% | 433 |
|
|
2024
Q2 | $4.37M | Sell |
179,609
-81,267
| -31% | -$1.98M | 0.02% | 445 |
|
|
2024
Q1 | $6.15M | Sell |
260,876
-462,963
| -64% | -$10.9M | 0.03% | 381 |
|
|
2023
Q4 | $16.4M | Buy |
723,839
+625,494
| +636% | +$14.2M | 0.09% | 210 |
|
|
2023
Q3 | $2.09M | Buy |
98,345
+96,033
| +4,154% | +$2.04M | 0.01% | 536 |
|
|
2023
Q2 | $50K | Buy |
+2,312
| New | +$50K | ﹤0.01% | 1980 |
|