Carson Wealth (CWM LLC)
BNOV icon

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

Carson Wealth (CWM LLC)’s Portfolio BNOV Stock Details BNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed – – 4602
2024
Q1 		$0 Buy
+6
New +$214 ﹤0.01% 4332

Other funds holding BNOV

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Innovator US Equity Buffer ETF November (BNOV) in Q2 2024, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in BNOV in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 76 funds tracked by Wall St. Rank hold BNOV as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Buffer ETF November position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 Innovator US Equity Buffer ETF November shares in Q2 2024.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Buffer ETF November in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Buffer ETF November position peaked at $0 in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q2 2024.

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