Carson Wealth (CWM LLC)
BMAY icon

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

Carson Wealth (CWM LLC)’s Portfolio BMAY Stock Details BMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-322
Closed -$11K – 4598
2024
Q1 		$11K Hold
322
– – ﹤0.01% 3264
2023
Q4 		$11K Hold
322
– – ﹤0.01% 3117
2023
Q3 		$10K Hold
322
– – ﹤0.01% 3119
2023
Q2 		$10K Buy
+322
New +$9.81K ﹤0.01% 3059

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VBFP
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
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BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BMAY Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Innovator US Equity Buffer ETF May (BMAY) in Q2 2024, closing a stake of 322 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in BMAY in Q2 2023 and held it in 4 quarters. The position peaked at $11K in Q1 2024. 79 funds tracked by Wall St. Rank hold BMAY as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Buffer ETF May position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 322 Innovator US Equity Buffer ETF May shares in Q2 2024, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Buffer ETF May in Q2 2023 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Buffer ETF May position peaked at $11K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.