Carson Wealth (CWM LLC)’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-34,761	Closed	-$1.11M	–	5812
2025 Q4	$1.11M	Buy	34,761 +2,284	+7%	+$72.2K	﹤0.01%	1433
2025 Q3	$1.02M	Buy	32,477 +365	+1%	+$11.2K	﹤0.01%	1398
2025 Q2	$968K	Buy	32,112 +2,938	+10%	+$84.1K	﹤0.01%	1252
2025 Q1	$824K	Buy	29,174 +9,341	+47%	+$270K	﹤0.01%	1242
2024 Q4	$571K	Buy	19,833 +10,287	+108%	+$294K	﹤0.01%	1329
2024 Q3	$271K	Buy	9,546 +9,356	+4,924%	+$261K	﹤0.01%	1602
2024 Q2	$5K	Buy	+190	New	+$5.16K	﹤0.01%	3914

Other funds holding XBJA

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2026, closing a stake of 34,761 shares — an estimated $1.11M sold.

Carson Wealth (CWM LLC) first reported a position in XBJA in Q2 2024 and held it in 7 quarters. The position peaked at $1.11M in Q4 2025. 45 funds tracked by Wall St. Rank hold XBJA as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 34,761 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2026, an estimated $1.11M.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q2 2024 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $1.11M in Q4 2025.
45 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2026.

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