Carson Wealth (CWM LLC)’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XBOC Stock Details XBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-33,060	Closed	-$1.11M	–	5813
2025 Q4	$1.11M	Buy	33,060 +2,377	+8%	+$78.6K	﹤0.01%	1436
2025 Q3	$1.01M	Buy	30,683 +359	+1%	+$11.6K	﹤0.01%	1408
2025 Q2	$966K	Buy	30,324 +2,714	+10%	+$81.9K	﹤0.01%	1254
2025 Q1	$822K	Buy	27,610 +8,844	+47%	+$269K	﹤0.01%	1244
2024 Q4	$567K	Buy	18,766 +9,759	+108%	+$294K	﹤0.01%	1333
2024 Q3	$268K	Buy	9,007 +8,827	+4,904%	+$260K	﹤0.01%	1608
2024 Q2	$5K	Buy	+180	New	+$5.21K	﹤0.01%	3915

Other funds holding XBOC

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2026, closing a stake of 33,060 shares — an estimated $1.11M sold.

Carson Wealth (CWM LLC) first reported a position in XBOC in Q2 2024 and held it in 7 quarters. The position peaked at $1.11M in Q4 2025. 40 funds tracked by Wall St. Rank hold XBOC as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 33,060 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2026, an estimated $1.11M.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q2 2024 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $1.11M in Q4 2025.
40 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2026.

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