Carson Wealth (CWM LLC)
IJUL icon

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

Carson Wealth (CWM LLC)’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$930K Buy
27,564
+8,363
+44% +$285K ﹤0.01% 1579
2025
Q4 		$643K Buy
19,201
+3,203
+20% +$106K ﹤0.01% 1769
2025
Q3 		$523K Buy
15,998
+6,561
+70% +$211K ﹤0.01% 1774
2025
Q2 		$301K Buy
9,437
+2,258
+31% +$68.4K ﹤0.01% 1866
2025
Q1 		$209K Buy
7,179
+422
+6% +$12.2K ﹤0.01% 1899
2024
Q4 		$187K Buy
6,757
+1,790
+36% +$50.8K ﹤0.01% 1865
2024
Q3 		$146K Buy
4,967
+1,002
+25% +$28.7K ﹤0.01% 1945
2024
Q2 		$111K Hold
3,965
– – ﹤0.01% 1901
2024
Q1 		$112K Hold
3,965
– – ﹤0.01% 1807
2023
Q4 		$108K Hold
3,965
– – ﹤0.01% 1711
2023
Q3 		$101K Hold
3,965
– – ﹤0.01% 1624
2023
Q2 		$104K Hold
3,965
– – ﹤0.01% 1548
2023
Q1 		$101K Buy
+3,965
New +$98.6K ﹤0.01% 1489

Other funds holding IJUL

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William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $137M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 44% in Q1 2026, buying an estimated $285K and bringing the position to 27,564 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Carson Wealth (CWM LLC) first reported a position in IJUL in Q1 2023 and has held it in 13 quarters since. 108 funds tracked by Wall St. Rank hold IJUL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 27,564 shares of Innovator International Developed Power Buffer ETF July worth $930K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 8,363 Innovator International Developed Power Buffer ETF July shares in Q1 2026, an estimated $285K.
  • Innovator International Developed Power Buffer ETF July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1579 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator International Developed Power Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
  • 108 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2026.

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