Carson Wealth (CWM LLC)’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.37M	Buy	123,586 +12,156	+11%	+$435K	0.01%	871
2025 Q4	$3.99M	Buy	111,430 +26,946	+32%	+$951K	0.01%	869
2025 Q3	$2.94M	Buy	84,484 +55,145	+188%	+$1.88M	0.01%	929
2025 Q2	$974K	Buy	29,339 +17,329	+144%	+$537K	﹤0.01%	1248
2025 Q1	$359K	Buy	+12,010	New	+$377K	﹤0.01%	1586

Other funds holding BUFQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 11% in Q1 2026, buying an estimated $435K and bringing the position to 123,586 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #871.

Carson Wealth (CWM LLC) first reported a position in BUFQ in Q1 2025 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Carson Wealth (CWM LLC) held 123,586 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $4.37M as of Q1 2026.
Carson Wealth (CWM LLC) bought 12,156 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q1 2026, an estimated $435K.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #871 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q1 2025 and has held it in 5 quarters since.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

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