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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.31M Buy
50,784
+47,616
+1,503% +$1.22M ﹤0.01% 1125
2025
Q1
$79K Buy
3,168
+1,970
+164% +$49.1K ﹤0.01% 2621
2024
Q4
$30K Buy
+1,198
New +$30K ﹤0.01% 3184