Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.55M Sell
223,635
-4,381
-2% -$108K 0.01% 764
2025
Q4 		$5.61M Buy
228,016
+6,901
+3% +$168K 0.02% 736
2025
Q3 		$5.34M Sell
221,115
-5,785
-3% -$138K 0.02% 685
2025
Q2 		$5.35M Sell
226,900
-3,067
-1% -$69.6K 0.02% 565
2025
Q1 		$5.16M Sell
229,967
-71,950
-24% -$1.63M 0.02% 523
2024
Q4 		$6.77M Sell
301,917
-477
-0.2% -$10.6K 0.03% 409
2024
Q3 		$6.68M Sell
302,394
-40,762
-12% -$895K 0.03% 389
2024
Q2 		$7.48M Buy
343,156
+6,777
+2% +$146K 0.04% 342
2024
Q1 		$7.18M Sell
336,379
-8,054
-2% -$170K 0.03% 351
2023
Q4 		$7.17M Buy
344,433
+29,592
+9% +$596K 0.04% 337
2023
Q3 		$6.2M Buy
314,841
+93,834
+42% +$1.87M 0.04% 329
2023
Q2 		$4.4M Buy
221,007
+88,144
+66% +$1.7M 0.03% 365
2023
Q1 		$2.53M Buy
132,863
+58,318
+78% +$1.09M 0.02% 442
2022
Q4 		$1.38M Buy
+74,545
New +$1.38M 0.01% 525

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest Buffered Allocation Defensive ETF (BUFT) stake by 1.9% in Q1 2026, selling an estimated $108K and leaving 223,635 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #764.

Carson Wealth (CWM LLC) first reported a position in BUFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.48M in Q2 2024. 59 funds tracked by Wall St. Rank hold BUFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 223,635 shares of FT Vest Buffered Allocation Defensive ETF worth $5.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,381 FT Vest Buffered Allocation Defensive ETF shares in Q1 2026, an estimated $108K.
  • FT Vest Buffered Allocation Defensive ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #764 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Buffered Allocation Defensive ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest Buffered Allocation Defensive ETF position peaked at $7.48M in Q2 2024.
  • 59 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2026.

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