Carson Wealth (CWM LLC)
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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
2025
Q3 		$12M Buy
2025
Q2 		$7.31M Buy
2025
Q1 		$6.81M Buy
2024
Q4 		$6.6M Buy
2024
Q3 		$5.15M Buy
2024
Q2 		$4.37M Sell
2024
Q1 		$6.15M Sell
2023
Q4 		$16.4M Buy
2023
Q3 		$2.09M Buy
2023
Q2 		$50K Buy