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

Carson Wealth (CWM LLC)’s Portfolio NJUL Stock Details NJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.3K	Hold	634	–	–	﹤0.01%	3890
2025 Q4	$46K	Sell	634 -459	-42%	-$33K	﹤0.01%	3665
2025 Q3	$78K	Hold	1,093	–	–	﹤0.01%	3173
2025 Q2	$74K	Hold	1,093	–	–	﹤0.01%	2963
2025 Q1	$66K	Hold	1,093	–	–	﹤0.01%	2741
2024 Q4	$69K	Hold	1,093	–	–	﹤0.01%	2551
2024 Q3	$66K	Sell	1,093 -272	-20%	-$16.2K	﹤0.01%	2477
2024 Q2	$81K	Sell	1,365 -516	-27%	-$30.1K	﹤0.01%	2119
2024 Q1	$108K	Hold	1,881	–	–	﹤0.01%	1832
2023 Q4	$104K	Buy	1,881 +255	+16%	+$13.4K	﹤0.01%	1744
2023 Q3	$83K	Buy	1,626 +533	+49%	+$27.4K	﹤0.01%	1746
2023 Q2	$56K	Buy	1,093 +878	+408%	+$43.4K	﹤0.01%	1895
2023 Q1	$10K	Buy	+215	New	+$9.76K	﹤0.01%	2956

Other funds holding NJUL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q1 2026 at 634 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3890.

Carson Wealth (CWM LLC) first reported a position in NJUL in Q1 2023 and has held it in 13 quarters since. The position peaked at $108K in Q1 2024. 117 funds tracked by Wall St. Rank hold NJUL as of Q1 2026.

Carson Wealth (CWM LLC) held 634 shares of Innovator Growth-100 Power Buffer ETF July worth $45.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q1 2026.
Innovator Growth-100 Power Buffer ETF July made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3890 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator Growth-100 Power Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Innovator Growth-100 Power Buffer ETF July position peaked at $108K in Q1 2024.
117 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q1 2026.

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