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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$910K	Buy	+18,314	New	+$930K	﹤0.01%	1603
2024 Q4	–	Sell	-24	Closed	-$1K	–	4910
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	4523
2024 Q2	$1K	Sell	24 -825	-97%	-$33.5K	﹤0.01%	4319
2024 Q1	$34K	Buy	849 +68	+9%	+$2.64K	﹤0.01%	2552
2023 Q4	$29K	Hold	781	–	–	﹤0.01%	2527
2023 Q3	$27K	Buy	+781	New	+$27.6K	﹤0.01%	2473

Other funds holding BJUL

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Innovator US Equity Buffer ETF July (BJUL) in Q1 2026: 18,314 shares worth $910K. The stake represents ﹤0.01% of the portfolio and ranks #1603 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in BJUL as recently as Q3 2024.

Carson Wealth (CWM LLC) first reported a position in BJUL in Q3 2023 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

Carson Wealth (CWM LLC) held 18,314 shares of Innovator US Equity Buffer ETF July worth $910K as of Q1 2026.
Innovator US Equity Buffer ETF July was a new Carson Wealth (CWM LLC) position in Q1 2026.
Innovator US Equity Buffer ETF July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1603 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Buffer ETF July in Q3 2023 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

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