Carson Wealth (CWM LLC)
BJAN icon

Carson Wealth (CWM LLC)’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BJAN Stock Details BJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$902K Buy
+16,920
New +$930K ﹤0.01% 1607
2024
Q2 		– Sell
-44
Closed -$2K – 4593
2024
Q1 		$2K Buy
+44
New +$1.86K ﹤0.01% 3934

Other funds holding BJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q1 2026: 16,920 shares worth $902K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in BJAN as recently as Q1 2024.

Carson Wealth (CWM LLC) first reported a position in BJAN in Q1 2024 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold BJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,920 shares of Innovator US Equity Buffer ETF January worth $902K as of Q1 2026.
  • Innovator US Equity Buffer ETF January was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Innovator US Equity Buffer ETF January made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1607 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Buffer ETF January in Q1 2024 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q1 2026.

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