Carson Wealth (CWM LLC)
PJAN icon

Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Sell
235,717
-38,530
-14% -$1.81M 0.03% 520
2025
Q4 		$12.9M Buy
274,247
+22,991
+9% +$1.06M 0.03% 428
2025
Q3 		$11.5M Buy
251,256
+4,700
+2% +$211K 0.03% 427
2025
Q2 		$10.9M Buy
246,556
+47,087
+24% +$1.98M 0.04% 374
2025
Q1 		$8.27M Buy
199,469
+60,804
+44% +$2.58M 0.03% 391
2024
Q4 		$5.86M Buy
138,665
+33,937
+32% +$1.42M 0.02% 439
2024
Q3 		$4.33M Buy
104,728
+50,232
+92% +$2.04M 0.02% 474
2024
Q2 		$2.19M Buy
54,496
+2,846
+6% +$112K 0.01% 624
2024
Q1 		$2.02M Buy
51,650
+4,482
+10% +$171K 0.01% 616
2023
Q4 		$1.76M Buy
47,168
+7,304
+18% +$262K 0.01% 607
2023
Q3 		$1.39M Buy
39,864
+7,910
+25% +$279K 0.01% 628
2023
Q2 		$1.12M Buy
31,954
+6,406
+25% +$217K 0.01% 678
2023
Q1 		$848K Buy
25,548
+24,873
+3,685% +$810K 0.01% 707
2022
Q4 		$21K Sell
675
-225
-25% -$7.02K ﹤0.01% 2332
2022
Q3 		$26K Hold
900
– – ﹤0.01% 2061
2022
Q2 		$27K Sell
900
-487
-35% -$15.1K ﹤0.01% 1948
2022
Q1 		$45K Hold
1,387
– – ﹤0.01% 1653
2021
Q4 		$46K Buy
+1,387
New +$45.9K ﹤0.01% 1609
2021
Q2 		$22K Hold
675
– – ﹤0.01% 1757
2021
Q1 		$22K Hold
675
– – ﹤0.01% 1757
2020
Q4 		$22K Hold
675
– – ﹤0.01% 1757
2020
Q3 		$22K Hold
675
– – ﹤0.01% 1757
2020
Q2 		$22K Hold
675
– – ﹤0.01% 1757
2020
Q1 		$22K Hold
675
– – ﹤0.01% 1757
2019
Q4 		$22K Hold
675
– – ﹤0.01% 1757
2019
Q3 		$22K Hold
675
– – ﹤0.01% 1757
2019
Q2 		$22K Hold
675
– – ﹤0.01% 1757
2019
Q1 		$22K Buy
+675
New +$17.8K ﹤0.01% 1757

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 14% in Q1 2026, selling an estimated $1.81M and leaving 235,717 shares worth $10.9M. The position accounts for 0.03% of the portfolio, ranked #520.

Carson Wealth (CWM LLC) first reported a position in PJAN in Q1 2019 and has held it in 28 quarters since. The position peaked at $12.9M in Q4 2025. 281 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 235,717 shares of Innovator US Equity Power Buffer ETF January worth $10.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 38,530 Innovator US Equity Power Buffer ETF January shares in Q1 2026, an estimated $1.81M.
  • Innovator US Equity Power Buffer ETF January made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #520 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF January position peaked at $12.9M in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

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