Carson Wealth (CWM LLC)
QMNV

Carson Wealth (CWM LLC)’s FT Vest Nasdaq-100 Moderate Buffer ETF - November QMNV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QMNV Stock Details QMNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.6K Hold
2,573
– – ﹤0.01% 3696
2025
Q4 		$60K Hold
2,573
– – ﹤0.01% 3470
2025
Q3 		$57K Hold
2,573
– – ﹤0.01% 3432
2025
Q2 		$55K Hold
2,573
– – ﹤0.01% 3216
2025
Q1 		$50K Hold
2,573
– – ﹤0.01% 3006
2024
Q4 		$52K Buy
+2,573
New +$52.2K ﹤0.01% 2774

Other funds holding QMNV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NPAN
Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest Nasdaq-100 Moderate Buffer ETF - November (QMNV) position steady in Q1 2026 at 2,573 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

Carson Wealth (CWM LLC) first reported a position in QMNV in Q4 2024 and has held it in 6 quarters since. The position peaked at $60K in Q4 2025. 39 funds tracked by Wall St. Rank hold QMNV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,573 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - November worth $58.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest Nasdaq-100 Moderate Buffer ETF - November share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - November made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3696 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - November in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest Nasdaq-100 Moderate Buffer ETF - November position peaked at $60K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - November as of Q1 2026.

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