Carson Wealth (CWM LLC)
BUFS

Carson Wealth (CWM LLC)’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFS Stock Details BUFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$854K Buy
+37,044
New +$863K ﹤0.01% 1645

Other funds holding BUFS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) in Q1 2026: 37,044 shares worth $854K. The stake represents ﹤0.01% of the portfolio and ranks #1645 among its holdings.

50 funds tracked by Wall St. Rank hold BUFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37,044 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $854K as of Q1 2026.
  • FT Vest Laddered Small Cap Moderate Buffer ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1645 holding.
  • 50 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q1 2026.

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