Carson Wealth (CWM LLC)
UMAR icon

Carson Wealth (CWM LLC)’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed – – 4767
2023
Q4 		$0 Hold
5
– – ﹤0.01% 4530
2023
Q3 		$0 Hold
5
– – ﹤0.01% 4542
2023
Q2 		$0 Hold
5
– – ﹤0.01% 4471
2023
Q1 		$0 Sell
5
-4
-44% -$113 ﹤0.01% 4354
2022
Q4 		$0 Buy
+9
New +$254 ﹤0.01% 4262

Other funds holding UMAR

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UMAR Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2024, closing a stake of 5 shares.

Carson Wealth (CWM LLC) first reported a position in UMAR in Q4 2022 and held it in 5 quarters. The position peaked at $0 in Q4 2023. 54 funds tracked by Wall St. Rank hold UMAR as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 5 Innovator US Equity Ultra Buffer ETF March shares in Q1 2024.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Ultra Buffer ETF March position peaked at $0 in Q4 2023.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.