Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EPRF Stock Details EPRF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,478
Closed -$65K – 4419
2023
Q4 		$65K Sell
3,478
-7,091
-67% -$133K ﹤0.01% 2016
2023
Q3 		$186K Buy
+10,569
New +$186K ﹤0.01% 1340