Carson Wealth (CWM LLC)
JANH icon

Carson Wealth (CWM LLC)’s Innovator Premium Income 20 Barrier ETF January JANH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JANH Stock Details JANH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,872
Closed -$288K – 5204
2025
Q1 		$288K Buy
11,872
+2,392
+25% +$59.1K ﹤0.01% 1692
2024
Q4 		$234K Buy
9,480
+75
+0.8% +$1.87K ﹤0.01% 1729
2024
Q3 		$233K Buy
9,405
+74
+0.8% +$1.84K ﹤0.01% 1680
2024
Q2 		$231K Buy
+9,331
New +$233K ﹤0.01% 1512

Other funds holding JANH

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JANH Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Innovator Premium Income 20 Barrier ETF January (JANH) in Q2 2025, closing a stake of 11,872 shares — an estimated $288K sold.

Carson Wealth (CWM LLC) first reported a position in JANH in Q2 2024 and held it in 4 quarters. The position peaked at $288K in Q1 2025. 14 funds tracked by Wall St. Rank hold JANH as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Innovator Premium Income 20 Barrier ETF January position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11,872 Innovator Premium Income 20 Barrier ETF January shares in Q2 2025, an estimated $288K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Premium Income 20 Barrier ETF January in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Innovator Premium Income 20 Barrier ETF January position peaked at $288K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF January as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.