Carson Wealth (CWM LLC)’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
346
-183
| -35% | -$8.46K | ﹤0.01% | 4027 |
|
|
2025
Q1 | $23K | Sell |
529
-299
| -36% | -$13K | ﹤0.01% | 3551 |
|
|
2024
Q4 | $37K | Sell |
828
-246
| -23% | -$11K | ﹤0.01% | 2998 |
|
|
2024
Q3 | $47K | Sell |
1,074
-1,561
| -59% | -$68.3K | ﹤0.01% | 2731 |
|
|
2024
Q2 | $113K | Sell |
2,635
-643
| -20% | -$27.6K | ﹤0.01% | 1892 |
|
|
2024
Q1 | $137K | Buy |
+3,278
| New | +$137K | ﹤0.01% | 1696 |
|