Carson Wealth (CWM LLC)
ZOCT

Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 1 Yr October ZOCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZOCT Stock Details ZOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5K Hold
187
– – ﹤0.01% 5028
2025
Q4 		$5K Hold
187
– – ﹤0.01% 4860
2025
Q3 		$5K Hold
187
– – ﹤0.01% 4779
2025
Q2 		$5K Hold
187
– – ﹤0.01% 4654
2025
Q1 		$5K Hold
187
– – ﹤0.01% 4505
2024
Q4 		$5K Buy
+187
New +$4.71K ﹤0.01% 4260

Other funds holding ZOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) position steady in Q1 2026 at 187 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #5028.

Carson Wealth (CWM LLC) first reported a position in ZOCT in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold ZOCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 187 shares of Innovator Equity Defined Protection ETF - 1 Yr October worth $5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator Equity Defined Protection ETF - 1 Yr October share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr October made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5028 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr October in Q4 2024 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr October as of Q1 2026.

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