Carson Wealth (CWM LLC)
JIII

Carson Wealth (CWM LLC)’s Janus Henderson Income ETF JIII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JIII Stock Details JIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.3K Buy
430
+5
+1% +$252 ﹤0.01% 4373
2025
Q4 		$21K Buy
425
+13
+3% +$662 ﹤0.01% 4156
2025
Q3 		$21K Buy
+412
New +$21K ﹤0.01% 4107

Other funds holding JIII

SFG
Southern Financial Group Birmingham, Alabama $392M AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QFW
QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCWM
Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Janus Henderson Income ETF (JIII) stake by 1.2% in Q1 2026, buying an estimated $252 and bringing the position to 430 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4373.

Carson Wealth (CWM LLC) first reported a position in JIII in Q3 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold JIII as of Q1 2026.

  • Carson Wealth (CWM LLC) held 430 shares of Janus Henderson Income ETF worth $21.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5 Janus Henderson Income ETF shares in Q1 2026, an estimated $252.
  • Janus Henderson Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4373 holding.
  • Carson Wealth (CWM LLC) first reported a position in Janus Henderson Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Janus Henderson Income ETF as of Q1 2026.

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