Carson Wealth (CWM LLC)
QCOC

Carson Wealth (CWM LLC)’s FT Vest Nasdaq-100 Conservative Buffer ETF - October QCOC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QCOC Stock Details QCOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118K Hold
5,387
– – ﹤0.01% 3114
2025
Q4 		$121K Buy
5,387
+1,351
+33% +$30.1K ﹤0.01% 2928
2025
Q3 		$89K Hold
4,036
– – ﹤0.01% 3080
2025
Q2 		$86K Buy
+4,036
New +$81.5K ﹤0.01% 2852

Other funds holding QCOC

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest Nasdaq-100 Conservative Buffer ETF - October (QCOC) position steady in Q1 2026 at 5,387 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #3114.

Carson Wealth (CWM LLC) first reported a position in QCOC in Q2 2025 and has held it in 4 quarters since. The position peaked at $121K in Q4 2025. 51 funds tracked by Wall St. Rank hold QCOC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,387 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - October worth $118K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest Nasdaq-100 Conservative Buffer ETF - October share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - October made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3114 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - October in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest Nasdaq-100 Conservative Buffer ETF - October position peaked at $121K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - October as of Q1 2026.

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