Carson Wealth (CWM LLC)
AOCT

Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 AOCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AOCT Stock Details AOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.3K Hold
3,112
– – ﹤0.01% 3430
2025
Q4 		$83K Sell
3,112
-79,698
-96% -$2.1M ﹤0.01% 3208
2025
Q3 		$2.17M Buy
82,810
+32,026
+63% +$832K 0.01% 1055
2025
Q2 		$1.31M Buy
50,784
+47,616
+1,503% +$1.2M ﹤0.01% 1126
2025
Q1 		$79K Buy
3,168
+1,970
+164% +$49.3K ﹤0.01% 2623
2024
Q4 		$30K Buy
+1,198
New +$29.8K ﹤0.01% 3186

Other funds holding AOCT

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT) position steady in Q1 2026 at 3,112 shares worth $82.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3430.

Carson Wealth (CWM LLC) first reported a position in AOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q3 2025. 37 funds tracked by Wall St. Rank hold AOCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,112 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2026 worth $82.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator Equity Defined Protection ETF - 2 Yr to October 2026 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2026 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3430 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator Equity Defined Protection ETF - 2 Yr to October 2026 position peaked at $2.17M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2026 as of Q1 2026.

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