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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-29,087	Closed	-$1.11M	–	5811
2025 Q4	$1.11M	Buy	29,087 +2,014	+7%	+$76K	﹤0.01%	1431
2025 Q3	$1.01M	Buy	27,073 +344	+1%	+$12.6K	﹤0.01%	1402
2025 Q2	$962K	Buy	26,729 +2,314	+9%	+$79.7K	﹤0.01%	1255
2025 Q1	$826K	Buy	24,415 +7,776	+47%	+$267K	﹤0.01%	1240
2024 Q4	$568K	Buy	16,639 +8,508	+105%	+$289K	﹤0.01%	1332
2024 Q3	$272K	Buy	8,131 +7,968	+4,888%	+$261K	﹤0.01%	1599
2024 Q2	$5K	Buy	+163	New	+$5.2K	﹤0.01%	3913

Other funds holding XBJL

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

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

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

BBPWM

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

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

BIG

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2026, closing a stake of 29,087 shares — an estimated $1.11M sold.

Carson Wealth (CWM LLC) first reported a position in XBJL in Q2 2024 and held it in 7 quarters. The position peaked at $1.11M in Q4 2025. 42 funds tracked by Wall St. Rank hold XBJL as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 29,087 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2026, an estimated $1.11M.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q2 2024 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $1.11M in Q4 2025.
42 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2026.

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