Carson Wealth (CWM LLC)
DOCT

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

Carson Wealth (CWM LLC)’s Portfolio DOCT Stock Details DOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.29M Sell
52,637
-18,380
-26% -$814K 0.01% 1145
2025
Q4 		$3.15M Buy
71,017
+40,843
+135% +$1.79M 0.01% 969
2025
Q3 		$1.3M Sell
30,174
-901
-3% -$37.9K ﹤0.01% 1270
2025
Q2 		$1.28M Sell
31,075
-190
-0.6% -$7.41K ﹤0.01% 1139
2025
Q1 		$1.2M Sell
31,265
-22,752
-42% -$897K ﹤0.01% 1042
2024
Q4 		$2.13M Buy
54,017
+46,731
+641% +$1.84M 0.01% 762
2024
Q3 		$284K Buy
7,286
+2,777
+62% +$107K ﹤0.01% 1564
2024
Q2 		$173K Sell
4,509
-12,184
-73% -$462K ﹤0.01% 1660
2024
Q1 		$628K Sell
16,693
-2,368
-12% -$87.7K ﹤0.01% 1042
2023
Q4 		$693K Buy
+19,061
New +$672K ﹤0.01% 945
2021
Q2 		$207K Hold
6,415
– – ﹤0.01% 894
2021
Q1 		$207K Hold
6,415
– – ﹤0.01% 894
2020
Q4 		$207K Buy
+6,415
New +$195K ﹤0.01% 894

Other funds holding DOCT

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 26% in Q1 2026, selling an estimated $814K and leaving 52,637 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #1145.

Carson Wealth (CWM LLC) first reported a position in DOCT in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.15M in Q4 2025. 111 funds tracked by Wall St. Rank hold DOCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 52,637 shares of FT Vest US Equity Deep Buffer ETF October worth $2.29M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 18,380 FT Vest US Equity Deep Buffer ETF October shares in Q1 2026, an estimated $814K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1145 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2020 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Deep Buffer ETF October position peaked at $3.15M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q1 2026.

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