Carson Wealth (CWM LLC)
JULD

Carson Wealth (CWM LLC)’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JULD Stock Details JULD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,416
Closed -$60K – 5212
2025
Q1 		$60K Sell
2,416
-479
-17% -$12K ﹤0.01% 2824
2024
Q4 		$72K Hold
2,895
– – ﹤0.01% 2509
2024
Q3 		$72K Buy
+2,895
New +$72.5K ﹤0.01% 2415

Other funds holding JULD

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Innovator Premium Income 10 Barrier ETF July (JULD) in Q2 2025, closing a stake of 2,416 shares — an estimated $60K sold.

Carson Wealth (CWM LLC) first reported a position in JULD in Q3 2024 and held it in 3 quarters. The position peaked at $72K in Q4 2024. 12 funds tracked by Wall St. Rank hold JULD as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Innovator Premium Income 10 Barrier ETF July position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,416 Innovator Premium Income 10 Barrier ETF July shares in Q2 2025, an estimated $60K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Premium Income 10 Barrier ETF July in Q3 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Innovator Premium Income 10 Barrier ETF July position peaked at $72K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF July as of Q2 2025.

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