Carson Wealth (CWM LLC)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
277,370
-18,865
| -6% | -$482K | 0.03% | 495 |
|
|
2025
Q1 | $7.05M | Sell |
296,235
-190,688
| -39% | -$4.54M | 0.03% | 431 |
|
|
2024
Q4 | $11.9M | Sell |
486,923
-112,404
| -19% | -$2.75M | 0.05% | 289 |
|
|
2024
Q3 | $14.5M | Sell |
599,327
-188,323
| -24% | -$4.54M | 0.06% | 253 |
|
|
2024
Q2 | $18.3M | Buy |
787,650
+20,533
| +3% | +$476K | 0.09% | 215 |
|
|
2024
Q1 | $17.3M | Buy |
767,117
+29,063
| +4% | +$654K | 0.08% | 214 |
|
|
2023
Q4 | $15.7M | Buy |
738,054
+37,991
| +5% | +$808K | 0.08% | 220 |
|
|
2023
Q3 | $13.8M | Buy |
700,063
+210,548
| +43% | +$4.14M | 0.08% | 197 |
|
|
2023
Q2 | $9.88M | Buy |
489,515
+281,308
| +135% | +$5.68M | 0.06% | 235 |
|
|
2023
Q1 | $3.95M | Buy |
208,207
+143,417
| +221% | +$2.72M | 0.03% | 370 |
|
|
2022
Q4 | $1.16M | Buy |
+64,790
| New | +$1.16M | 0.01% | 569 |
|