Carson Wealth (CWM LLC)
XOCT icon

Carson Wealth (CWM LLC)’s FT Vest US Equity Enhance & Moderate Buffer ETF October XOCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XOCT Stock Details XOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.2K Hold
2,151
– – ﹤0.01% 3447
2025
Q4 		$81K Buy
+2,151
New +$80.2K ﹤0.01% 3224

Other funds holding XOCT

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) position steady in Q1 2026 at 2,151 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

Carson Wealth (CWM LLC) first reported a position in XOCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $81K in Q4 2025. 36 funds tracked by Wall St. Rank hold XOCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,151 shares of FT Vest US Equity Enhance & Moderate Buffer ETF October worth $80.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its FT Vest US Equity Enhance & Moderate Buffer ETF October share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF October made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3447 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $81K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q1 2026.

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