Carson Wealth (CWM LLC)
BUFG icon

Carson Wealth (CWM LLC)’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFG Stock Details BUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.06M Sell
262,826
-17,113
-6% -$471K 0.02% 679
2025
Q4 		$7.7M Sell
279,939
-4,416
-2% -$120K 0.02% 612
2025
Q3 		$7.66M Buy
284,355
+6,985
+3% +$183K 0.02% 557
2025
Q2 		$7.08M Sell
277,370
-18,865
-6% -$456K 0.03% 495
2025
Q1 		$7.05M Sell
296,235
-190,688
-39% -$4.69M 0.03% 431
2024
Q4 		$11.9M Sell
486,923
-112,404
-19% -$2.75M 0.05% 289
2024
Q3 		$14.4M Sell
599,327
-188,323
-24% -$4.42M 0.06% 253
2024
Q2 		$18.3M Buy
787,650
+20,533
+3% +$464K 0.09% 215
2024
Q1 		$17.3M Buy
767,117
+29,063
+4% +$636K 0.08% 214
2023
Q4 		$15.7M Buy
738,054
+37,991
+5% +$771K 0.08% 220
2023
Q3 		$13.8M Buy
700,063
+210,548
+43% +$4.26M 0.08% 197
2023
Q2 		$9.88M Buy
489,515
+281,308
+135% +$5.44M 0.06% 236
2023
Q1 		$3.94M Buy
208,207
+143,417
+221% +$2.66M 0.03% 371
2022
Q4 		$1.16M Buy
+64,790
New +$1.16M 0.01% 571

Other funds holding BUFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest Buffered Allocation Growth ETF (BUFG) stake by 6.1% in Q1 2026, selling an estimated $471K and leaving 262,826 shares worth $7.06M. The position accounts for 0.02% of the portfolio, ranked #679.

Carson Wealth (CWM LLC) first reported a position in BUFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.3M in Q2 2024. 88 funds tracked by Wall St. Rank hold BUFG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 262,826 shares of FT Vest Buffered Allocation Growth ETF worth $7.06M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17,113 FT Vest Buffered Allocation Growth ETF shares in Q1 2026, an estimated $471K.
  • FT Vest Buffered Allocation Growth ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #679 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Buffered Allocation Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest Buffered Allocation Growth ETF position peaked at $18.3M in Q2 2024.
  • 88 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2026.

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