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

Other funds holding BUFD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest Fund of Deep Buffer ETFs (BUFD) stake by 5.4% in Q1 2026, buying an estimated $1.06M and bringing the position to 736,966 shares worth $20.6M. The position accounts for 0.05% of the portfolio, ranked #321.

Carson Wealth (CWM LLC) first reported a position in BUFD in Q2 2023 and has held it in 12 quarters since. 192 funds tracked by Wall St. Rank hold BUFD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 736,966 shares of FT Vest Fund of Deep Buffer ETFs worth $20.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 37,459 FT Vest Fund of Deep Buffer ETFs shares in Q1 2026, an estimated $1.06M.
  • FT Vest Fund of Deep Buffer ETFs made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #321 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Fund of Deep Buffer ETFs in Q2 2023 and has held it in 12 quarters since.
  • 192 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q1 2026.

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