Carson Wealth (CWM LLC)
FNOV icon

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

Carson Wealth (CWM LLC)’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.96M Sell
92,811
-4,048
-4% -$222K 0.01% 816
2025
Q4 		$5.31M Buy
96,859
+11,249
+13% +$606K 0.01% 744
2025
Q3 		$4.53M Sell
85,610
-83,119
-49% -$4.28M 0.01% 759
2025
Q2 		$8.46M Sell
168,729
-3,993
-2% -$189K 0.03% 431
2025
Q1 		$8.06M Sell
172,722
-782
-0.5% -$37.6K 0.03% 398
2024
Q4 		$8.3M Buy
173,504
+80,925
+87% +$3.87M 0.03% 357
2024
Q3 		$4.37M Sell
92,579
-56,054
-38% -$2.6M 0.02% 470
2024
Q2 		$6.84M Sell
148,633
-4,473
-3% -$201K 0.03% 363
2024
Q1 		$6.85M Sell
153,106
-32,936
-18% -$1.44M 0.03% 361
2023
Q4 		$7.91M Buy
+186,042
New +$7.5M 0.04% 310
2022
Q4 		– Sell
-999
Closed -$33K – 4061
2022
Q3 		$33K Buy
999
+6
+0.6% +$213 ﹤0.01% 1883
2022
Q2 		$34K Buy
993
+38
+4% +$1.35K ﹤0.01% 1812
2022
Q1 		$36K Buy
955
+38
+4% +$1.42K ﹤0.01% 1761
2021
Q4 		$36K Buy
+917
New +$35.2K ﹤0.01% 1706
2021
Q2 		$34K Hold
906
– – ﹤0.01% 1559
2021
Q1 		$34K Hold
906
– – ﹤0.01% 1559
2020
Q4 		$34K Hold
906
– – ﹤0.01% 1559
2020
Q3 		$34K Hold
906
– – ﹤0.01% 1559
2020
Q2 		$34K Hold
906
– – ﹤0.01% 1559
2020
Q1 		$34K Hold
906
– – ﹤0.01% 1559
2019
Q4 		$34K Buy
+906
New +$28.1K ﹤0.01% 1559

Other funds holding FNOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 4.2% in Q1 2026, selling an estimated $222K and leaving 92,811 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #816.

Carson Wealth (CWM LLC) first reported a position in FNOV in Q4 2019 and has held it in 21 quarters since. The position peaked at $8.46M in Q2 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 92,811 shares of FT Vest US Equity Buffer ETF November worth $4.96M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,048 FT Vest US Equity Buffer ETF November shares in Q1 2026, an estimated $222K.
  • FT Vest US Equity Buffer ETF November made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #816 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF November in Q4 2019 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer ETF November position peaked at $8.46M in Q2 2025.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

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