Carson Wealth (CWM LLC)
DNOV icon

Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DNOV Stock Details DNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.66M Sell
76,313
-14,506
-16% -$708K 0.01% 937
2025
Q4 		$4.43M Buy
90,819
+5,366
+6% +$256K 0.01% 834
2025
Q3 		$4M Sell
85,453
-11,843
-12% -$542K 0.01% 807
2025
Q2 		$4.35M Sell
97,296
-27,985
-22% -$1.19M 0.02% 633
2025
Q1 		$5.25M Sell
125,281
-20,516
-14% -$882K 0.02% 518
2024
Q4 		$6.25M Buy
145,797
+80,441
+123% +$3.45M 0.03% 426
2024
Q3 		$2.76M Sell
65,356
-5,001
-7% -$209K 0.01% 601
2024
Q2 		$2.91M Sell
70,357
-11,724
-14% -$477K 0.01% 542
2024
Q1 		$3.32M Sell
82,081
-15,783
-16% -$624K 0.02% 507
2023
Q4 		$3.79M Buy
97,864
+82,417
+534% +$3.03M 0.02% 447
2023
Q3 		$548K Sell
15,447
-83
-0.5% -$3.03K ﹤0.01% 949
2023
Q2 		$564K Sell
15,530
-122
-0.8% -$4.25K ﹤0.01% 901
2023
Q1 		$536K Sell
15,652
-1
-0% -$34 ﹤0.01% 875
2022
Q4 		$511K Hold
15,653
– – ﹤0.01% 806
2022
Q3 		$509K Sell
15,653
-500
-3% -$16.4K ﹤0.01% 743
2022
Q2 		$523K Sell
16,153
-121
-0.7% -$4.02K ﹤0.01% 721
2022
Q1 		$564K Sell
16,274
-10,881
-40% -$374K ﹤0.01% 692
2021
Q4 		$959K Buy
+27,155
New +$951K 0.01% 581
2021
Q2 		$1M Hold
28,855
– – 0.01% 561
2021
Q1 		$1M Hold
28,855
– – 0.01% 561
2020
Q4 		$1M Hold
28,855
– – 0.01% 561
2020
Q3 		$1M Hold
28,855
– – 0.01% 561
2020
Q2 		$1M Hold
28,855
– – 0.01% 561
2020
Q1 		$1M Hold
28,855
– – 0.01% 561
2019
Q4 		$1M Buy
+28,855
New +$887K 0.01% 561

Other funds holding DNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF November (DNOV) stake by 16% in Q1 2026, selling an estimated $708K and leaving 76,313 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #937.

Carson Wealth (CWM LLC) first reported a position in DNOV in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.25M in Q4 2024. 121 funds tracked by Wall St. Rank hold DNOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 76,313 shares of FT Vest US Equity Deep Buffer ETF November worth $3.66M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 14,506 FT Vest US Equity Deep Buffer ETF November shares in Q1 2026, an estimated $708K.
  • FT Vest US Equity Deep Buffer ETF November made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #937 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF November position peaked at $6.25M in Q4 2024.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q1 2026.

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