Carson Wealth (CWM LLC)’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$904K	Buy	+18,830	New	+$929K	﹤0.01%	1605

Other funds holding BOCT

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Innovator US Equity Buffer ETF October (BOCT) in Q1 2026: 18,830 shares worth $904K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings.

115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

Carson Wealth (CWM LLC) held 18,830 shares of Innovator US Equity Buffer ETF October worth $904K as of Q1 2026.
Innovator US Equity Buffer ETF October was a new Carson Wealth (CWM LLC) position in Q1 2026.
Innovator US Equity Buffer ETF October made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1605 holding.
115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

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