Carson Wealth (CWM LLC)’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
9,437
+2,258
| +31% | +$72K | ﹤0.01% | 1864 |
|
|
2025
Q1 | $209K | Buy |
7,179
+422
| +6% | +$12.3K | ﹤0.01% | 1897 |
|
|
2024
Q4 | $187K | Buy |
6,757
+1,790
| +36% | +$49.5K | ﹤0.01% | 1863 |
|
|
2024
Q3 | $146K | Buy |
4,967
+1,002
| +25% | +$29.5K | ﹤0.01% | 1943 |
|
|
2024
Q2 | $111K | Hold |
3,965
| – | – | ﹤0.01% | 1899 |
|
|
2024
Q1 | $112K | Hold |
3,965
| – | – | ﹤0.01% | 1805 |
|
|
2023
Q4 | $108K | Hold |
3,965
| – | – | ﹤0.01% | 1709 |
|
|
2023
Q3 | $101K | Hold |
3,965
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q2 | $104K | Hold |
3,965
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q1 | $101K | Buy |
+3,965
| New | +$101K | ﹤0.01% | 1486 |
|