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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.1K	Hold	1,629	–	–	﹤0.01%	3547
2025 Q4	$71K	Hold	1,629	–	–	﹤0.01%	3345
2025 Q3	$70K	Hold	1,629	–	–	﹤0.01%	3249
2025 Q2	$67K	Hold	1,629	–	–	﹤0.01%	3047
2025 Q1	$63K	Hold	1,629	–	–	﹤0.01%	2782
2024 Q4	$64K	Buy	1,629 +127	+8%	+$4.95K	﹤0.01%	2610
2024 Q3	$58K	Hold	1,502	–	–	﹤0.01%	2581
2024 Q2	$56K	Hold	1,502	–	–	﹤0.01%	2402
2024 Q1	$55K	Hold	1,502	–	–	﹤0.01%	2234
2023 Q4	$52K	Hold	1,502	–	–	﹤0.01%	2158
2023 Q3	$49K	Buy	+1,502	New	+$49.5K	﹤0.01%	2076

Other funds holding PSEP

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q1 2026 at 1,629 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3547.

Carson Wealth (CWM LLC) first reported a position in PSEP in Q3 2023 and has held it in 11 quarters since. The position peaked at $71K in Q4 2025. 220 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

Carson Wealth (CWM LLC) held 1,629 shares of Innovator US Equity Power Buffer ETF September worth $70.1K as of Q1 2026.
Carson Wealth (CWM LLC) left its Innovator US Equity Power Buffer ETF September share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3547 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF September position peaked at $71K in Q4 2025.
220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

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