Carson Wealth (CWM LLC)

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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.17M	Buy
2025 Q2	$1.31M	Buy
2025 Q1	$79K	Buy
2024 Q4	$30K	Buy