Carson Wealth (CWM LLC)
KJUL icon

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

Carson Wealth (CWM LLC)’s Portfolio KJUL Stock Details KJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,014
Closed -$30K – 5130
2024
Q4 		$30K Buy
1,014
+634
+167% +$18.8K ﹤0.01% 3175
2024
Q3 		$11K Buy
+380
New +$10.8K ﹤0.01% 3740

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Carson Wealth (CWM LLC)'s KJUL Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q1 2025, closing a stake of 1,014 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in KJUL in Q3 2024 and held it in 2 quarters. The position peaked at $30K in Q4 2024. 87 funds tracked by Wall St. Rank hold KJUL as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,014 Innovator US Small Cap Power Buffer ETF July shares in Q1 2025, an estimated $30K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Small Cap Power Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Innovator US Small Cap Power Buffer ETF July position peaked at $30K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.