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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$551K	Hold	14,140	–	–	﹤0.01%	1938
2025 Q4	$562K	Buy	14,140 +7,672	+119%	+$298K	﹤0.01%	1848
2025 Q3	$246K	Hold	6,468	–	–	﹤0.01%	2281
2025 Q2	$236K	Hold	6,468	–	–	﹤0.01%	2032
2025 Q1	$222K	Hold	6,468	–	–	﹤0.01%	1849
2024 Q4	$226K	Buy	+6,468	New	+$226K	﹤0.01%	1746

Other funds holding GNOV

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Moderate Buffer ETF November (GNOV) position steady in Q1 2026 at 14,140 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Carson Wealth (CWM LLC) first reported a position in GNOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $562K in Q4 2025. 104 funds tracked by Wall St. Rank hold GNOV as of Q1 2026.

Carson Wealth (CWM LLC) held 14,140 shares of FT Vest US Equity Moderate Buffer ETF November worth $551K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Vest US Equity Moderate Buffer ETF November share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF November made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1938 holding.
Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF November in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s FT Vest US Equity Moderate Buffer ETF November position peaked at $562K in Q4 2025.
104 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF November as of Q1 2026.

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