Carson Wealth (CWM LLC)
IJAN icon

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

Carson Wealth (CWM LLC)’s Portfolio IJAN Stock Details IJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$867K Buy
23,889
+8,120
+51% +$299K ﹤0.01% 1634
2025
Q4 		$570K Buy
15,769
+3,797
+32% +$135K ﹤0.01% 1837
2025
Q3 		$421K Buy
11,972
+6,221
+108% +$215K ﹤0.01% 1898
2025
Q2 		$197K Buy
5,751
+2,201
+62% +$72.4K ﹤0.01% 2184
2025
Q1 		$114K Buy
3,550
+405
+13% +$12.8K ﹤0.01% 2326
2024
Q4 		$95K Buy
3,145
+1,599
+103% +$50.5K ﹤0.01% 2310
2024
Q3 		$51K Buy
1,546
+891
+136% +$28.6K ﹤0.01% 2672
2024
Q2 		$21K Hold
655
– – ﹤0.01% 3079
2024
Q1 		$20K Hold
655
– – ﹤0.01% 2913
2023
Q4 		$20K Hold
655
– – ﹤0.01% 2776
2023
Q3 		$18K Hold
655
– – ﹤0.01% 2745
2023
Q2 		$19K Hold
655
– – ﹤0.01% 2675
2023
Q1 		$19K Hold
655
– – ﹤0.01% 2543
2022
Q4 		$17K Hold
655
– – ﹤0.01% 2477
2022
Q3 		$15K Hold
655
– – ﹤0.01% 2421
2022
Q2 		$16K Hold
655
– – ﹤0.01% 2265
2022
Q1 		$17K Hold
655
– – ﹤0.01% 2175
2021
Q4 		$18K Buy
+655
New +$17.7K ﹤0.01% 2051
2021
Q2 		$17K Hold
655
– – ﹤0.01% 1867
2021
Q1 		$17K Hold
655
– – ﹤0.01% 1867
2020
Q4 		$17K Hold
655
– – ﹤0.01% 1867
2020
Q3 		$17K Hold
655
– – ﹤0.01% 1867
2020
Q2 		$17K Hold
655
– – ﹤0.01% 1867
2020
Q1 		$17K Buy
+655
New +$15.3K ﹤0.01% 1867

Other funds holding IJAN

CAG
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LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator International Developed Power Buffer ETF January (IJAN) stake by 51% in Q1 2026, buying an estimated $299K and bringing the position to 23,889 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Carson Wealth (CWM LLC) first reported a position in IJAN in Q1 2020 and has held it in 24 quarters since. 111 funds tracked by Wall St. Rank hold IJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,889 shares of Innovator International Developed Power Buffer ETF January worth $867K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,120 Innovator International Developed Power Buffer ETF January shares in Q1 2026, an estimated $299K.
  • Innovator International Developed Power Buffer ETF January made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1634 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2020 and has held it in 24 quarters since.
  • 111 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q1 2026.

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