Carson Wealth (CWM LLC)
EJUL icon

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

Carson Wealth (CWM LLC)’s Portfolio EJUL Stock Details EJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Sell
42,793
-211
-0.5% -$6.36K ﹤0.01% 1405
2025
Q4 		$1.27M Sell
43,004
-220
-0.5% -$6.43K ﹤0.01% 1366
2025
Q3 		$1.25M Sell
43,224
-866
-2% -$24.4K ﹤0.01% 1291
2025
Q2 		$1.22M Sell
44,090
-351
-0.8% -$9.09K ﹤0.01% 1153
2025
Q1 		$1.12M Sell
44,441
-2,781
-6% -$70.1K ﹤0.01% 1065
2024
Q4 		$1.17M Buy
47,222
+2,389
+5% +$60.1K ﹤0.01% 1007
2024
Q3 		$1.15M Buy
44,833
+4,866
+12% +$120K ﹤0.01% 948
2024
Q2 		$980K Buy
39,967
+2,057
+5% +$49.8K ﹤0.01% 902
2024
Q1 		$902K Buy
37,910
+2,304
+6% +$53.9K ﹤0.01% 906
2023
Q4 		$841K Buy
35,606
+5,485
+18% +$125K ﹤0.01% 876
2023
Q3 		$678K Buy
30,121
+6,104
+25% +$141K ﹤0.01% 883
2023
Q2 		$554K Buy
24,017
+7,153
+42% +$166K ﹤0.01% 904
2023
Q1 		$394K Buy
+16,864
New +$397K ﹤0.01% 962

Other funds holding EJUL

BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Innovator Emerging Markets Power Buffer ETF July (EJUL) stake by 0.49% in Q1 2026, selling an estimated $6.36K and leaving 42,793 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Carson Wealth (CWM LLC) first reported a position in EJUL in Q1 2023 and has held it in 13 quarters since. 73 funds tracked by Wall St. Rank hold EJUL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,793 shares of Innovator Emerging Markets Power Buffer ETF July worth $1.28M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 211 Innovator Emerging Markets Power Buffer ETF July shares in Q1 2026, an estimated $6.36K.
  • Innovator Emerging Markets Power Buffer ETF July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1405 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
  • 73 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q1 2026.

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