Carson Wealth (CWM LLC)
NJAN icon

Carson Wealth (CWM LLC)’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NJAN Stock Details NJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$2K – 5072
2024
Q3 		$2K Sell
50
-20
-29% -$909 ﹤0.01% 4434
2024
Q2 		$3K Buy
+70
New +$3.08K ﹤0.01% 4092
2022
Q4 		– Sell
-65
Closed -$2K – 4153
2022
Q3 		$2K Hold
65
– – ﹤0.01% 3503
2022
Q2 		$2K Hold
65
– – ﹤0.01% 3375
2022
Q1 		$3K Hold
65
– – ﹤0.01% 3052
2021
Q4 		$3K Buy
+65
New +$2.73K ﹤0.01% 3002

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Janney Montgomery Scott
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NJAN Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q4 2024, closing a stake of 50 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in NJAN in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2024. 87 funds tracked by Wall St. Rank hold NJAN as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 Innovator Growth-100 Power Buffer ETF January shares in Q4 2024, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Growth-100 Power Buffer ETF January in Q4 2021 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Innovator Growth-100 Power Buffer ETF January position peaked at $3K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.