Carson Wealth (CWM LLC)’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Sell |
226,900
-3,067
| -1% | -$72.3K | 0.02% | 565 |
|
|
2025
Q1 | $5.16M | Sell |
229,967
-71,950
| -24% | -$1.62M | 0.02% | 523 |
|
|
2024
Q4 | $6.77M | Sell |
301,917
-477
| -0.2% | -$10.7K | 0.03% | 409 |
|
|
2024
Q3 | $6.69M | Sell |
302,394
-40,762
| -12% | -$901K | 0.03% | 388 |
|
|
2024
Q2 | $7.48M | Buy |
343,156
+6,777
| +2% | +$148K | 0.04% | 341 |
|
|
2024
Q1 | $7.18M | Sell |
336,379
-8,054
| -2% | -$172K | 0.03% | 350 |
|
|
2023
Q4 | $7.17M | Buy |
344,433
+29,592
| +9% | +$616K | 0.04% | 336 |
|
|
2023
Q3 | $6.2M | Buy |
314,841
+93,834
| +42% | +$1.85M | 0.04% | 328 |
|
|
2023
Q2 | $4.4M | Buy |
221,007
+88,144
| +66% | +$1.75M | 0.03% | 364 |
|
|
2023
Q1 | $2.53M | Buy |
132,863
+58,318
| +78% | +$1.11M | 0.02% | 441 |
|
|
2022
Q4 | $1.38M | Buy |
+74,545
| New | +$1.38M | 0.01% | 523 |
|