Carson Wealth (CWM LLC)
EJAN icon

Carson Wealth (CWM LLC)’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EJAN Stock Details EJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Buy
36,279
+2,701
+8% +$93.3K ﹤0.01% 1427
2025
Q4 		$1.14M Buy
33,578
+201
+0.6% +$6.72K ﹤0.01% 1422
2025
Q3 		$1.11M Sell
33,377
-598
-2% -$19.5K ﹤0.01% 1349
2025
Q2 		$1.09M Sell
33,975
-160
-0.5% -$4.91K ﹤0.01% 1208
2025
Q1 		$1.03M Sell
34,135
-2,193
-6% -$65.8K ﹤0.01% 1109
2024
Q4 		$1.07M Buy
36,328
+1,932
+6% +$59.3K ﹤0.01% 1045
2024
Q3 		$1.08M Buy
34,396
+3,903
+13% +$118K ﹤0.01% 983
2024
Q2 		$910K Buy
30,493
+1,698
+6% +$49.9K ﹤0.01% 944
2024
Q1 		$833K Buy
28,795
+1,901
+7% +$54K ﹤0.01% 934
2023
Q4 		$771K Buy
26,894
+3,649
+16% +$101K ﹤0.01% 910
2023
Q3 		$636K Buy
23,245
+4,967
+27% +$141K ﹤0.01% 906
2023
Q2 		$519K Buy
18,278
+4,094
+29% +$115K ﹤0.01% 925
2023
Q1 		$400K Buy
14,184
+14,080
+13,538% +$396K ﹤0.01% 958
2022
Q4 		$3K Hold
104
– – ﹤0.01% 3400
2022
Q3 		$3K Hold
104
– – ﹤0.01% 3287
2022
Q2 		$3K Hold
104
– – ﹤0.01% 3185
2022
Q1 		$3K Hold
104
– – ﹤0.01% 3022
2021
Q4 		$3K Buy
+104
New +$3.11K ﹤0.01% 2963
2021
Q2 		$3K Hold
104
– – ﹤0.01% 2512
2021
Q1 		$3K Hold
104
– – ﹤0.01% 2512
2020
Q4 		$3K Hold
104
– – ﹤0.01% 2512
2020
Q3 		$3K Hold
104
– – ﹤0.01% 2512
2020
Q2 		$3K Hold
104
– – ﹤0.01% 2511
2020
Q1 		$3K Buy
+104
New +$2.67K ﹤0.01% 2510

Other funds holding EJAN

LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator Emerging Markets Power Buffer ETF January (EJAN) stake by 8% in Q1 2026, buying an estimated $93.3K and bringing the position to 36,279 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Carson Wealth (CWM LLC) first reported a position in EJAN in Q1 2020 and has held it in 24 quarters since. 89 funds tracked by Wall St. Rank hold EJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 36,279 shares of Innovator Emerging Markets Power Buffer ETF January worth $1.23M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,701 Innovator Emerging Markets Power Buffer ETF January shares in Q1 2026, an estimated $93.3K.
  • Innovator Emerging Markets Power Buffer ETF January made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1427 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q1 2020 and has held it in 24 quarters since.
  • 89 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q1 2026.

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