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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.1M Buy
686,946
+137,754
+25% +$3.43M 0.06% 276
2025
Q1
$12.9M Buy
549,192
+222,229
+68% +$5.22M 0.05% 297
2024
Q4
$7.81M Buy
326,963
+12,090
+4% +$289K 0.03% 374
2024
Q3
$7.41M Buy
314,873
+163,942
+109% +$3.86M 0.03% 364
2024
Q2
$3.44M Buy
+150,931
New +$3.44M 0.02% 503