Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 6mo Jan/Jul JAJL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JAJL Stock Details JAJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.57M	Sell	157,378 -66,190	-30%	-$1.93M	0.01%	849
2025 Q4	$6.5M	Buy	223,568 +51,104	+30%	+$1.47M	0.02%	680
2025 Q3	$4.94M	Buy	172,464 +68,782	+66%	+$1.95M	0.01%	723
2025 Q2	$2.92M	Buy	+103,682	New	+$2.84M	0.01%	797
2025 Q1	–	Sell	-45	Closed	-$1K	–	5241
2024 Q4	$1K	Buy	+45	New	+$1.21K	﹤0.01%	4857

Other funds holding JAJL

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

PWM

Peak Wealth Management Nashua, New Hampshire $143M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) stake by 30% in Q1 2026, selling an estimated $1.93M and leaving 157,378 shares worth $4.57M. The position accounts for 0.01% of the portfolio, ranked #849.

Carson Wealth (CWM LLC) first reported a position in JAJL in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.5M in Q4 2025. 88 funds tracked by Wall St. Rank hold JAJL as of Q1 2026.

Carson Wealth (CWM LLC) held 157,378 shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul worth $4.57M as of Q1 2026.
Carson Wealth (CWM LLC) sold 66,190 Innovator Equity Defined Protection ETF - 6mo Jan/Jul shares in Q1 2026, an estimated $1.93M.
Innovator Equity Defined Protection ETF - 6mo Jan/Jul made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #849 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in Q4 2024 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s Innovator Equity Defined Protection ETF - 6mo Jan/Jul position peaked at $6.5M in Q4 2025.
88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Jan/Jul as of Q1 2026.

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