Carson Wealth (CWM LLC)
PJUN icon

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

Carson Wealth (CWM LLC)’s Portfolio PJUN Stock Details PJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.6K Sell
1,593
-925
-37% -$38.9K ﹤0.01% 3592
2025
Q4 		$105K Sell
2,518
-48
-2% -$1.99K ﹤0.01% 3024
2025
Q3 		$106K Buy
2,566
+616
+32% +$24.9K ﹤0.01% 2944
2025
Q2 		$78K Buy
1,950
+357
+22% +$13.5K ﹤0.01% 2925
2025
Q1 		$59K Hold
1,593
– – ﹤0.01% 2841
2024
Q4 		$60K Hold
1,593
– – ﹤0.01% 2668
2024
Q3 		$59K Sell
1,593
-58
-4% -$2.09K ﹤0.01% 2571
2024
Q2 		$59K Buy
1,651
+58
+4% +$2.02K ﹤0.01% 2358
2024
Q1 		$55K Hold
1,593
– – ﹤0.01% 2232
2023
Q4 		$53K Hold
1,593
– – ﹤0.01% 2142
2023
Q3 		$50K Hold
1,593
– – ﹤0.01% 2063
2023
Q2 		$50K Buy
+1,593
New +$49.2K ﹤0.01% 1990

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Innovator US Equity Power Buffer ETF June (PJUN) stake by 37% in Q1 2026, selling an estimated $38.9K and leaving 1,593 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Carson Wealth (CWM LLC) first reported a position in PJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $106K in Q3 2025. 163 funds tracked by Wall St. Rank hold PJUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,593 shares of Innovator US Equity Power Buffer ETF June worth $66.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 925 Innovator US Equity Power Buffer ETF June shares in Q1 2026, an estimated $38.9K.
  • Innovator US Equity Power Buffer ETF June made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3592 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF June position peaked at $106K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2026.

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