Carson Wealth (CWM LLC)
EALT icon

Carson Wealth (CWM LLC)’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.2M Buy
572,589
+69,468
+14% +$2.45M 0.05% 342
2025
Q4 		$17.8M Buy
503,121
+38,915
+8% +$1.36M 0.05% 360
2025
Q3 		$16M Buy
464,206
+4,682
+1% +$157K 0.05% 333
2025
Q2 		$15M Buy
459,524
+110,388
+32% +$3.45M 0.05% 303
2025
Q1 		$10.7M Buy
349,136
+227,817
+188% +$7.36M 0.04% 334
2024
Q4 		$3.91M Buy
121,319
+40,544
+50% +$1.31M 0.02% 541
2024
Q3 		$2.56M Buy
80,775
+80,467
+26,126% +$2.45M 0.01% 628
2024
Q2 		$9K Buy
+308
New +$8.94K ﹤0.01% 3596

Other funds holding EALT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) stake by 14% in Q1 2026, buying an estimated $2.45M and bringing the position to 572,589 shares worth $19.2M. The position accounts for 0.05% of the portfolio, ranked #342.

Carson Wealth (CWM LLC) first reported a position in EALT in Q2 2024 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold EALT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 572,589 shares of Innovator US Equity 5 to 15 Buffer ETF Quarterly worth $19.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 69,468 Innovator US Equity 5 to 15 Buffer ETF Quarterly shares in Q1 2026, an estimated $2.45M.
  • Innovator US Equity 5 to 15 Buffer ETF Quarterly made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #342 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly in Q2 2024 and has held it in 8 quarters since.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity 5 to 15 Buffer ETF Quarterly as of Q1 2026.

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