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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,526	Closed	-$64K	–	5767
2025 Q4	$64K	Hold	1,526	–	–	﹤0.01%	3419
2025 Q3	$63K	Hold	1,526	–	–	﹤0.01%	3337
2025 Q2	$60K	Hold	1,526	–	–	﹤0.01%	3132
2025 Q1	$57K	Hold	1,526	–	–	﹤0.01%	2872
2024 Q4	$58K	Hold	1,526	–	–	﹤0.01%	2693
2024 Q3	$56K	Hold	1,526	–	–	﹤0.01%	2605
2024 Q2	$55K	Hold	1,526	–	–	﹤0.01%	2415
2024 Q1	$54K	Hold	1,526	–	–	﹤0.01%	2244
2023 Q4	$53K	Buy	+1,526	New	+$51K	﹤0.01%	2143
2023 Q3	–	Sell	-412	Closed	-$14K	–	4462
2023 Q2	$14K	Buy	+412	New	+$13.4K	﹤0.01%	2880

Other funds holding PNOV

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

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

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

Carson Wealth (CWM LLC) sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q1 2026, closing a stake of 1,526 shares — an estimated $64K sold.

Carson Wealth (CWM LLC) first reported a position in PNOV in Q2 2023 and held it in 10 quarters. The position peaked at $64K in Q4 2025. 211 funds tracked by Wall St. Rank hold PNOV as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Power Buffer ETF November position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,526 Innovator US Equity Power Buffer ETF November shares in Q1 2026, an estimated $64K.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF November in Q2 2023 and held it in 10 quarters.
Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF November position peaked at $64K in Q4 2025.
211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q1 2026.

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