Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 2 Yr to July 2026 AJUL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$121K	Sell	4,328 -159	-4%	-$4.45K	﹤0.01%	2562
2025 Q1	$120K	Hold	4,487	–	–	﹤0.01%	2271
2024 Q4	$121K	Sell	4,487 -63	-1%	-$1.7K	﹤0.01%	2160
2024 Q3	$123K	Buy	+4,550	New	+$123K	﹤0.01%	2067