Carson Wealth (CWM LLC)
SFLR icon

Carson Wealth (CWM LLC)’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SFLR Stock Details SFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.65M Buy
187,696
+12,517
+7% +$459K 0.02% 700
2025
Q4 		$6.46M Buy
175,179
+127,211
+265% +$4.64M 0.02% 682
2025
Q3 		$1.73M Buy
47,968
+29,257
+156% +$1.02M 0.01% 1154
2025
Q2 		$628K Sell
18,711
-3,701
-17% -$118K ﹤0.01% 1495
2025
Q1 		$704K Buy
22,412
+14,718
+191% +$481K ﹤0.01% 1320
2024
Q4 		$251K Buy
+7,694
New +$251K ﹤0.01% 1697

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator Equity Managed Floor ETF (SFLR) stake by 7.1% in Q1 2026, buying an estimated $459K and bringing the position to 187,696 shares worth $6.65M. The position accounts for 0.02% of the portfolio, ranked #700.

Carson Wealth (CWM LLC) first reported a position in SFLR in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 187,696 shares of Innovator Equity Managed Floor ETF worth $6.65M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,517 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $459K.
  • Innovator Equity Managed Floor ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #700 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 6 quarters since.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

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