Carson Wealth (CWM LLC)
GOCT icon

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

Carson Wealth (CWM LLC)’s Portfolio GOCT Stock Details GOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.7K Hold
1,079
– – ﹤0.01% 3943
2025
Q4 		$42K Buy
1,079
+519
+93% +$20.2K ﹤0.01% 3726
2025
Q3 		$21K Hold
560
– – ﹤0.01% 4090
2025
Q2 		$20K Buy
+560
New +$19.5K ﹤0.01% 3906

Other funds holding GOCT

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Moderate Buffer ETF October (GOCT) position steady in Q1 2026 at 1,079 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

Carson Wealth (CWM LLC) first reported a position in GOCT in Q2 2025 and has held it in 4 quarters since. The position peaked at $42K in Q4 2025. 106 funds tracked by Wall St. Rank hold GOCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,079 shares of FT Vest US Equity Moderate Buffer ETF October worth $41.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest US Equity Moderate Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF October made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3943 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Moderate Buffer ETF October position peaked at $42K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q1 2026.

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