Carson Wealth (CWM LLC)’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Buy |
5,071,339
+117,933
| +2% | +$3.75M | 0.57% | 35 |
|
|
2025
Q1 | $147M | Buy |
4,953,406
+462,927
| +10% | +$13.7M | 0.59% | 34 |
|
|
2024
Q4 | $137M | Sell |
4,490,479
-97,663
| -2% | -$2.98M | 0.57% | 35 |
|
|
2024
Q3 | $137M | Buy |
4,588,142
+1,359,761
| +42% | +$40.6M | 0.59% | 34 |
|
|
2024
Q2 | $93.4M | Buy |
3,228,381
+951,916
| +42% | +$27.5M | 0.44% | 42 |
|
|
2024
Q1 | $63.7M | Buy |
2,276,465
+303,155
| +15% | +$8.48M | 0.31% | 60 |
|
|
2023
Q4 | $52.4M | Buy |
1,973,310
+709,893
| +56% | +$18.9M | 0.28% | 65 |
|
|
2023
Q3 | $30.9M | Buy |
1,263,417
+457,592
| +57% | +$11.2M | 0.19% | 109 |
|
|
2023
Q2 | $20.2M | Buy |
805,825
+387,848
| +93% | +$9.71M | 0.12% | 154 |
|
|
2023
Q1 | $9.81M | Buy |
417,977
+199,314
| +91% | +$4.68M | 0.07% | 220 |
|
|
2022
Q4 | $4.86M | Buy |
+218,663
| New | +$4.86M | 0.04% | 305 |
|