Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91.1K	Sell	3,143 -3	-0.1%	-$87	﹤0.01%	3350
2025 Q4	$91K	Hold	3,146	–	–	﹤0.01%	3142
2025 Q3	$90K	Sell	3,146 -1,182	-27%	-$33.4K	﹤0.01%	3070
2025 Q2	$121K	Sell	4,328 -159	-4%	-$4.3K	﹤0.01%	2564
2025 Q1	$120K	Hold	4,487	–	–	﹤0.01%	2273
2024 Q4	$121K	Sell	4,487 -63	-1%	-$1.7K	﹤0.01%	2162
2024 Q3	$123K	Buy	+4,550	New	+$120K	﹤0.01%	2069

Other funds holding AJUL

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 0.1% in Q1 2026, selling an estimated $87 and leaving 3,143 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3350.

Carson Wealth (CWM LLC) first reported a position in AJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $123K in Q3 2024. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

Carson Wealth (CWM LLC) held 3,143 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $91.1K as of Q1 2026.
Carson Wealth (CWM LLC) sold 3 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2026, an estimated $87.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3350 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $123K in Q3 2024.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2026.

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