Carson Wealth (CWM LLC)’s Innovator Premium Income 20 Barrier ETF January JANH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,872	Closed	-$288K	–	5200
2025 Q1	$288K	Buy	11,872 +2,392	+25%	+$58K	﹤0.01%	1690
2024 Q4	$234K	Buy	9,480 +75	+0.8%	+$1.85K	﹤0.01%	1727
2024 Q3	$233K	Buy	9,405 +74	+0.8%	+$1.83K	﹤0.01%	1679
2024 Q2	$231K	Buy	+9,331	New	+$231K	﹤0.01%	1510