Carson Wealth (CWM LLC)
BUFF icon

Carson Wealth (CWM LLC)’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFF Stock Details BUFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$17K Hold
2025
Q2 		$16K Sell
2025
Q1 		$23K Sell
2024
Q4 		$37K Sell
2024
Q3 		$47K Sell
2024
Q2 		$113K Sell
2024
Q1 		$137K Buy