Carson Wealth (CWM LLC)
KJAN icon

Carson Wealth (CWM LLC)’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KJAN Stock Details KJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.9K Hold
813
– – ﹤0.01% 4075
2025
Q4 		$34K Sell
813
-815
-50% -$33.5K ﹤0.01% 3871
2025
Q3 		$66K Hold
1,628
– – ﹤0.01% 3304
2025
Q2 		$61K Hold
1,628
– – ﹤0.01% 3118
2025
Q1 		$58K Sell
1,628
-780
-32% -$29K ﹤0.01% 2852
2024
Q4 		$90K Sell
2,408
-58
-2% -$2.21K ﹤0.01% 2354
2024
Q3 		$91K Buy
2,466
+291
+13% +$10.5K ﹤0.01% 2260
2024
Q2 		$76K Buy
2,175
+547
+34% +$19K ﹤0.01% 2177
2024
Q1 		$58K Hold
1,628
– – ﹤0.01% 2205
2023
Q4 		$56K Hold
1,628
– – ﹤0.01% 2102
2023
Q3 		$50K Hold
1,628
– – ﹤0.01% 2061
2023
Q2 		$52K Hold
1,628
– – ﹤0.01% 1960
2023
Q1 		$50K Buy
1,628
+1,549
+1,961% +$48.1K ﹤0.01% 1874
2022
Q4 		$2K Sell
79
-90
-53% -$2.69K ﹤0.01% 3578
2022
Q3 		$5K Hold
169
– – ﹤0.01% 3076
2022
Q2 		$5K Hold
169
– – ﹤0.01% 2986
2022
Q1 		$5K Hold
169
– – ﹤0.01% 2843
2021
Q4 		$5K Buy
+169
New +$5.35K ﹤0.01% 2733
2021
Q2 		$2K Hold
79
– – ﹤0.01% 2666
2021
Q1 		$2K Hold
79
– – ﹤0.01% 2666
2020
Q4 		$2K Hold
79
– – ﹤0.01% 2665
2020
Q3 		$2K Hold
79
– – ﹤0.01% 2664
2020
Q2 		$2K Hold
79
– – ﹤0.01% 2663
2020
Q1 		$2K Buy
+79
New +$1.99K ﹤0.01% 2663

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q1 2026 at 813 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Carson Wealth (CWM LLC) first reported a position in KJAN in Q1 2020 and has held it in 24 quarters since. The position peaked at $91K in Q3 2024. 131 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 813 shares of Innovator US Small Cap Power Buffer ETF January worth $33.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4075 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator US Small Cap Power Buffer ETF January position peaked at $91K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

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