Carson Wealth (CWM LLC)’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Buy	49,988 +1,234	+3%	+$43.9K	﹤0.01%	1256
2025 Q4	$1.7M	Buy	48,754 +1,755	+4%	+$60.3K	﹤0.01%	1216
2025 Q3	$1.61M	Sell	46,999 -1,455	-3%	-$48.5K	﹤0.01%	1184
2025 Q2	$1.59M	Buy	48,454 +2,209	+5%	+$69.7K	0.01%	1033
2025 Q1	$1.42M	Buy	46,245 +754	+2%	+$22.9K	0.01%	969
2024 Q4	$1.33M	Buy	45,491 +2,249	+5%	+$67.1K	0.01%	943
2024 Q3	$1.33M	Buy	43,242 +3,684	+9%	+$110K	0.01%	876
2024 Q2	$1.16M	Buy	39,558 +1,720	+5%	+$50K	0.01%	821
2024 Q1	$1.09M	Buy	37,838 +1,664	+5%	+$46.9K	0.01%	813
2023 Q4	$1.01M	Buy	36,174 +6,456	+22%	+$172K	0.01%	804
2023 Q3	$780K	Buy	29,718 +5,347	+22%	+$140K	﹤0.01%	835
2023 Q2	$635K	Buy	24,371 +4,496	+23%	+$115K	﹤0.01%	866
2023 Q1	$502K	Buy	+19,875	New	+$493K	﹤0.01%	892

Other funds holding IOCT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 2.5% in Q1 2026, buying an estimated $43.9K and bringing the position to 49,988 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Carson Wealth (CWM LLC) first reported a position in IOCT in Q1 2023 and has held it in 13 quarters since. 99 funds tracked by Wall St. Rank hold IOCT as of Q1 2026.

Carson Wealth (CWM LLC) held 49,988 shares of Innovator International Developed Power Buffer ETF October worth $1.75M as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,234 Innovator International Developed Power Buffer ETF October shares in Q1 2026, an estimated $43.9K.
Innovator International Developed Power Buffer ETF October made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1256 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator International Developed Power Buffer ETF October in Q1 2023 and has held it in 13 quarters since.
99 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q1 2026.

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