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
2026
Q1 		$17.1K Hold
346
– – ﹤0.01% 4515
2025
Q4 		$17K Hold
346
– – ﹤0.01% 4253
2025
Q3 		$17K Hold
346
– – ﹤0.01% 4209
2025
Q2 		$16K Sell
346
-183
-35% -$8.19K ﹤0.01% 4030
2025
Q1 		$23K Sell
529
-299
-36% -$13.5K ﹤0.01% 3554
2024
Q4 		$37K Sell
828
-246
-23% -$11K ﹤0.01% 3000
2024
Q3 		$47K Sell
1,074
-1,561
-59% -$67.6K ﹤0.01% 2733
2024
Q2 		$113K Sell
2,635
-643
-20% -$27K ﹤0.01% 1894
2024
Q1 		$137K Buy
+3,278
New +$134K ﹤0.01% 1698

Other funds holding BUFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator Laddered Allocation Power Buffer ETF (BUFF) position steady in Q1 2026 at 346 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4515.

Carson Wealth (CWM LLC) first reported a position in BUFF in Q1 2024 and has held it in 9 quarters since. The position peaked at $137K in Q1 2024. 152 funds tracked by Wall St. Rank hold BUFF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 346 shares of Innovator Laddered Allocation Power Buffer ETF worth $17.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator Laddered Allocation Power Buffer ETF share count unchanged in Q1 2026.
  • Innovator Laddered Allocation Power Buffer ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4515 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator Laddered Allocation Power Buffer ETF position peaked at $137K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q1 2026.

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