Carson Wealth (CWM LLC)
IAPR icon

Carson Wealth (CWM LLC)’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IAPR Stock Details IAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Sell
60,327
-583
-1% -$18.2K 0.01% 1220
2025
Q4 		$1.88M Buy
60,910
+3,241
+6% +$98.3K 0.01% 1175
2025
Q3 		$1.73M Sell
57,669
-145
-0.3% -$4.29K 0.01% 1151
2025
Q2 		$1.69M Buy
57,814
+2,818
+5% +$79.6K 0.01% 1006
2025
Q1 		$1.51M Buy
54,996
+875
+2% +$24.1K 0.01% 932
2024
Q4 		$1.45M Buy
54,121
+2,688
+5% +$73.3K 0.01% 914
2024
Q3 		$1.46M Buy
51,433
+491
+1% +$13.5K 0.01% 836
2024
Q2 		$1.38M Sell
50,942
-149
-0.3% -$4.02K 0.01% 757
2024
Q1 		$1.39M Buy
51,091
+2,064
+4% +$53.8K 0.01% 729
2023
Q4 		$1.26M Buy
49,027
+6,972
+17% +$171K 0.01% 713
2023
Q3 		$1.01M Buy
42,055
+5,698
+16% +$141K 0.01% 749
2023
Q2 		$906K Buy
36,357
+4,680
+15% +$116K 0.01% 749
2023
Q1 		$776K Buy
+31,677
New +$775K 0.01% 736

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Innovator International Developed Power Buffer ETF April (IAPR) stake by 0.96% in Q1 2026, selling an estimated $18.2K and leaving 60,327 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1220.

Carson Wealth (CWM LLC) first reported a position in IAPR in Q1 2023 and has held it in 13 quarters since. 103 funds tracked by Wall St. Rank hold IAPR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 60,327 shares of Innovator International Developed Power Buffer ETF April worth $1.91M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 583 Innovator International Developed Power Buffer ETF April shares in Q1 2026, an estimated $18.2K.
  • Innovator International Developed Power Buffer ETF April made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1220 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator International Developed Power Buffer ETF April in Q1 2023 and has held it in 13 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q1 2026.

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