Carson Wealth (CWM LLC)’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.59M | Buy |
48,454
+2,209
| +5% | +$72.6K | 0.01% | 1032 |
|
2025
Q1 | $1.42M | Buy |
46,245
+754
| +2% | +$23.1K | 0.01% | 969 |
|
2024
Q4 | $1.33M | Buy |
45,491
+2,249
| +5% | +$65.9K | 0.01% | 942 |
|
2024
Q3 | $1.33M | Buy |
43,242
+3,684
| +9% | +$113K | 0.01% | 875 |
|
2024
Q2 | $1.16M | Buy |
39,558
+1,720
| +5% | +$50.4K | 0.01% | 820 |
|
2024
Q1 | $1.09M | Buy |
37,838
+1,664
| +5% | +$48.1K | 0.01% | 812 |
|
2023
Q4 | $1.01M | Buy |
36,174
+6,456
| +22% | +$180K | 0.01% | 803 |
|
2023
Q3 | $780K | Buy |
29,718
+5,347
| +22% | +$140K | ﹤0.01% | 834 |
|
2023
Q2 | $635K | Buy |
24,371
+4,496
| +23% | +$117K | ﹤0.01% | 865 |
|
2023
Q1 | $502K | Buy |
+19,875
| New | +$502K | ﹤0.01% | 890 |
|