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

Carson Wealth (CWM LLC)’s Portfolio BUFZ Stock Details BUFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.8M	Buy	906,048 +33,001	+4%	+$877K	0.06%	291
2025 Q4	$23.2M	Buy	873,047 +78,374	+10%	+$2.05M	0.06%	281
2025 Q3	$20.6M	Buy	794,673 +107,727	+16%	+$2.74M	0.06%	268
2025 Q2	$17.1M	Buy	686,946 +137,754	+25%	+$3.28M	0.06%	276
2025 Q1	$12.9M	Buy	549,192 +222,229	+68%	+$5.34M	0.05%	297
2024 Q4	$7.81M	Buy	326,963 +12,090	+4%	+$288K	0.03%	374
2024 Q3	$7.41M	Buy	314,873 +163,942	+109%	+$3.78M	0.03%	365
2024 Q2	$3.44M	Buy	+150,931	New	+$3.38M	0.02%	504

Other funds holding BUFZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FT Vest Laddered Moderate Buffer ETF (BUFZ) stake by 3.8% in Q1 2026, buying an estimated $877K and bringing the position to 906,048 shares worth $23.8M. The position accounts for 0.06% of the portfolio, ranked #291.

Carson Wealth (CWM LLC) first reported a position in BUFZ in Q2 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold BUFZ as of Q1 2026.

Carson Wealth (CWM LLC) held 906,048 shares of FT Vest Laddered Moderate Buffer ETF worth $23.8M as of Q1 2026.
Carson Wealth (CWM LLC) bought 33,001 FT Vest Laddered Moderate Buffer ETF shares in Q1 2026, an estimated $877K.
FT Vest Laddered Moderate Buffer ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #291 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest Laddered Moderate Buffer ETF in Q2 2024 and has held it in 8 quarters since.
123 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q1 2026.

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