Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BALT Stock Details BALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$21.6M Buy
672,379
+208,932
+45% +$6.7M 0.08% 222
2025
Q1 		$14.5M Buy
463,447
+244,588
+112% +$7.68M 0.06% 276
2024
Q4 		$6.88M Buy
218,859
+83,687
+62% +$2.63M 0.03% 406
2024
Q3 		$4.17M Buy
135,172
+134,656
+26,096% +$4.15M 0.02% 487
2024
Q2 		$15K Buy
+516
New +$15K ﹤0.01% 3286