Carson Wealth (CWM LLC)
NOVM

Carson Wealth (CWM LLC)’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NOVM Stock Details NOVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Sell
8,465
-6
-0.1% -$198 ﹤0.01% 2447
2025
Q4 		$278K Sell
8,471
-2,268
-21% -$73.8K ﹤0.01% 2310
2025
Q3 		$346K Sell
10,739
-29
-0.3% -$923 ﹤0.01% 2010
2025
Q2 		$339K Buy
10,768
+5,707
+113% +$175K ﹤0.01% 1787
2025
Q1 		$154K Hold
5,061
– – ﹤0.01% 2099
2024
Q4 		$155K Buy
+5,061
New +$155K ﹤0.01% 1999

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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 $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) stake by 0.07% in Q1 2026, selling an estimated $198 and leaving 8,465 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Carson Wealth (CWM LLC) first reported a position in NOVM in Q4 2024 and has held it in 6 quarters since. The position peaked at $346K in Q3 2025. 32 funds tracked by Wall St. Rank hold NOVM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,465 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $277K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6 FT Vest U.S. Equity Max Buffer ETF - November shares in Q1 2026, an estimated $198.
  • FT Vest U.S. Equity Max Buffer ETF - November made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2447 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Max Buffer ETF - November position peaked at $346K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q1 2026.

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