Carson Wealth (CWM LLC)
BUFR icon

Carson Wealth (CWM LLC)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$174M Buy
5,140,529
+176,273
+4% +$6.05M 0.46% 40
2025
Q4 		$170M Sell
4,964,256
-117,628
-2% -$3.97M 0.46% 41
2025
Q3 		$170M Buy
5,081,884
+10,545
+0.2% +$344K 0.51% 39
2025
Q2 		$161M Buy
5,071,339
+117,933
+2% +$3.55M 0.57% 35
2025
Q1 		$147M Buy
4,953,406
+462,927
+10% +$14.1M 0.59% 34
2024
Q4 		$137M Sell
4,490,479
-97,663
-2% -$2.96M 0.57% 35
2024
Q3 		$137M Buy
4,588,142
+1,359,761
+42% +$39.7M 0.59% 34
2024
Q2 		$93.4M Buy
3,228,381
+951,916
+42% +$26.9M 0.44% 42
2024
Q1 		$63.6M Buy
2,276,465
+303,155
+15% +$8.26M 0.31% 60
2023
Q4 		$52.4M Buy
1,973,310
+709,893
+56% +$17.9M 0.28% 65
2023
Q3 		$30.9M Buy
1,263,417
+457,592
+57% +$11.5M 0.19% 109
2023
Q2 		$20.2M Buy
805,825
+387,848
+93% +$9.28M 0.12% 154
2023
Q1 		$9.81M Buy
417,977
+199,314
+91% +$4.57M 0.07% 220
2022
Q4 		$4.86M Buy
+218,663
New +$4.82M 0.04% 306

Other funds holding BUFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 3.6% in Q1 2026, buying an estimated $6.05M and bringing the position to 5,140,529 shares worth $174M. The position accounts for 0.46% of the portfolio, ranked #40.

Carson Wealth (CWM LLC) first reported a position in BUFR in Q4 2022 and has held it in 14 quarters since. 505 funds tracked by Wall St. Rank hold BUFR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,140,529 shares of FT Vest Fund of Buffer ETFs worth $174M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 176,273 FT Vest Fund of Buffer ETFs shares in Q1 2026, an estimated $6.05M.
  • FT Vest Fund of Buffer ETFs made up 0.46% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #40 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Fund of Buffer ETFs in Q4 2022 and has held it in 14 quarters since.
  • 505 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q1 2026.

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