Carson Wealth (CWM LLC)
APRH icon

Carson Wealth (CWM LLC)’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APRH Stock Details APRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.7K Hold
1,944
– – ﹤0.01% 3855
2025
Q4 		$48K Sell
1,944
-2,088
-52% -$52K ﹤0.01% 3632
2025
Q3 		$100K Hold
4,032
– – ﹤0.01% 2987
2025
Q2 		$100K Sell
4,032
-12,004
-75% -$294K ﹤0.01% 2721
2025
Q1 		$394K Sell
16,036
-2,475
-13% -$61.4K ﹤0.01% 1554
2024
Q4 		$456K Buy
18,511
+1,599
+9% +$39.7K ﹤0.01% 1416
2024
Q3 		$417K Sell
16,912
-29
-0.2% -$719 ﹤0.01% 1399
2024
Q2 		$417K Buy
+16,941
New +$418K ﹤0.01% 1266

Other funds holding APRH

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator Premium Income 20 Barrier ETF April (APRH) position steady in Q1 2026 at 1,944 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3855.

Carson Wealth (CWM LLC) first reported a position in APRH in Q2 2024 and has held it in 8 quarters since. The position peaked at $456K in Q4 2024. 26 funds tracked by Wall St. Rank hold APRH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,944 shares of Innovator Premium Income 20 Barrier ETF April worth $47.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator Premium Income 20 Barrier ETF April share count unchanged in Q1 2026.
  • Innovator Premium Income 20 Barrier ETF April made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3855 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Premium Income 20 Barrier ETF April in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator Premium Income 20 Barrier ETF April position peaked at $456K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q1 2026.

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