Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator US Equity 5 to 15 Buffer ETF Quarterly EALT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EALT Stock Details EALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15M Buy
459,524
+110,388
+32% +$3.6M 0.05% 303
2025
Q1 		$10.7M Buy
349,136
+227,817
+188% +$7M 0.04% 334
2024
Q4 		$3.91M Buy
121,319
+40,544
+50% +$1.31M 0.02% 541
2024
Q3 		$2.56M Buy
80,775
+80,467
+26,126% +$2.55M 0.01% 627
2024
Q2 		$9K Buy
+308
New +$9K ﹤0.01% 3594