Carson Wealth (CWM LLC)
TOCT

Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TOCT Stock Details TOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Buy
58,367
+9,564
+20% +$254K ﹤0.01% 1316
2025
Q4 		$1.29M Buy
+48,803
New +$1.29M ﹤0.01% 1359

Other funds holding TOCT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) stake by 20% in Q1 2026, buying an estimated $254K and bringing the position to 58,367 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Carson Wealth (CWM LLC) first reported a position in TOCT in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold TOCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 58,367 shares of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 worth $1.53M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,564 Innovator Equity Defined Protection ETF - 2 Yr to October 2027 shares in Q1 2026, an estimated $254K.
  • Innovator Equity Defined Protection ETF - 2 Yr to October 2027 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1316 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q1 2026.

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