Carson Wealth (CWM LLC)
QBUF

Carson Wealth (CWM LLC)’s Innovator Nasdaq-100 10 Buffer ETF Quarterly QBUF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QBUF Stock Details QBUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-154
Closed -$4K – 5606
2025
Q2 		$4K Hold
154
– – ﹤0.01% 4726
2025
Q1 		$4K Buy
+154
New +$4.09K ﹤0.01% 4584

Other funds holding QBUF

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QBUF Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Innovator Nasdaq-100 10 Buffer ETF Quarterly (QBUF) in Q3 2025, closing a stake of 154 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in QBUF in Q1 2025 and held it in 2 quarters. The position peaked at $4K in Q2 2025. 43 funds tracked by Wall St. Rank hold QBUF as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Innovator Nasdaq-100 10 Buffer ETF Quarterly position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 154 Innovator Nasdaq-100 10 Buffer ETF Quarterly shares in Q3 2025, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Nasdaq-100 10 Buffer ETF Quarterly in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Innovator Nasdaq-100 10 Buffer ETF Quarterly position peaked at $4K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Innovator Nasdaq-100 10 Buffer ETF Quarterly as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.