Carson Wealth (CWM LLC)
BDEC icon

Carson Wealth (CWM LLC)’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BDEC Stock Details BDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-62
Closed -$3K – 4829
2024
Q2 		$3K Hold
62
– – ﹤0.01% 4040
2024
Q1 		$3K Buy
+62
New +$2.44K ﹤0.01% 3818

Other funds holding BDEC

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BDEC Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Innovator US Equity Buffer ETF December (BDEC) in Q3 2024, closing a stake of 62 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in BDEC in Q1 2024 and held it in 2 quarters. The position peaked at $3K in Q2 2024. 85 funds tracked by Wall St. Rank hold BDEC as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 62 Innovator US Equity Buffer ETF December shares in Q3 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Buffer ETF December in Q1 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Buffer ETF December position peaked at $3K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.