Carson Wealth (CWM LLC)
TJUL icon

Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TJUL Stock Details TJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Buy
10,153
+9,492
+1,436% +$281K ﹤0.01% 2385
2025
Q4 		$20K Sell
661
-337
-34% -$9.92K ﹤0.01% 4182
2025
Q3 		$29K Buy
+998
New +$28.9K ﹤0.01% 3912

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 1,436% in Q1 2026, buying an estimated $281K and bringing the position to 10,153 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Carson Wealth (CWM LLC) first reported a position in TJUL in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold TJUL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,153 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $298K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,492 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2026, an estimated $281K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2385 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2026.

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