Carson Wealth (CWM LLC)
OCTM

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

Carson Wealth (CWM LLC)’s Portfolio OCTM Stock Details OCTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Sell
6,830
-23
-0.3% -$752 ﹤0.01% 2650
2025
Q4 		$224K Buy
+6,853
New +$222K ﹤0.01% 2480

Other funds holding OCTM

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FT Vest U.S. Equity Max Buffer ETF - October (OCTM) stake by 0.34% in Q1 2026, selling an estimated $752 and leaving 6,830 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Carson Wealth (CWM LLC) first reported a position in OCTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $224K in Q4 2025. 36 funds tracked by Wall St. Rank hold OCTM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,830 shares of FT Vest U.S. Equity Max Buffer ETF - October worth $222K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 23 FT Vest U.S. Equity Max Buffer ETF - October shares in Q1 2026, an estimated $752.
  • FT Vest U.S. Equity Max Buffer ETF - October made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2650 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest U.S. Equity Max Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest U.S. Equity Max Buffer ETF - October position peaked at $224K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - October as of Q1 2026.

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