Carson Wealth (CWM LLC)
UMAY icon

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

Carson Wealth (CWM LLC)’s Portfolio UMAY Stock Details UMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11K Hold
300
– – ﹤0.01% 4735
2025
Q4 		$11K Hold
300
– – ﹤0.01% 4513
2025
Q3 		$11K Buy
+300
New +$10.6K ﹤0.01% 4448

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KAS
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CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Innovator US Equity Ultra Buffer ETF May (UMAY) position steady in Q1 2026 at 300 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4735.

Carson Wealth (CWM LLC) first reported a position in UMAY in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold UMAY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 300 shares of Innovator US Equity Ultra Buffer ETF May worth $11K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Innovator US Equity Ultra Buffer ETF May share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF May made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4735 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2026.

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