Carson Wealth (CWM LLC)’s PGIM Laddered Nasdaq-100 Buffer 12 ETF PBQQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.4K	Buy	+1,180	New	+$34K	﹤0.01%	4088

Other funds holding PBQQ

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

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ) in Q1 2026: 1,180 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #4088 among its holdings.

13 funds tracked by Wall St. Rank hold PBQQ as of Q1 2026.

Carson Wealth (CWM LLC) held 1,180 shares of PGIM Laddered Nasdaq-100 Buffer 12 ETF worth $33.4K as of Q1 2026.
PGIM Laddered Nasdaq-100 Buffer 12 ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
PGIM Laddered Nasdaq-100 Buffer 12 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4088 holding.
13 funds tracked by Wall St. Rank held PGIM Laddered Nasdaq-100 Buffer 12 ETF as of Q1 2026.

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