Carson Wealth (CWM LLC)’s PGIM Laddered S&P 500 Buffer 12 ETF BUFP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFP Stock Details BUFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.9K	Buy	+971	New	+$29.3K	﹤0.01%	4189

Other funds holding BUFP

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in PGIM Laddered S&P 500 Buffer 12 ETF (BUFP) in Q1 2026: 971 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #4189 among its holdings.

30 funds tracked by Wall St. Rank hold BUFP as of Q1 2026.

Carson Wealth (CWM LLC) held 971 shares of PGIM Laddered S&P 500 Buffer 12 ETF worth $28.9K as of Q1 2026.
PGIM Laddered S&P 500 Buffer 12 ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
PGIM Laddered S&P 500 Buffer 12 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4189 holding.
30 funds tracked by Wall St. Rank held PGIM Laddered S&P 500 Buffer 12 ETF as of Q1 2026.

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