Carson Wealth (CWM LLC)’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,416
Closed -$60K 5207
2025
Q1
$60K Sell
2,416
-479
-17% -$11.9K ﹤0.01% 2821
2024
Q4
$72K Hold
2,895
﹤0.01% 2507
2024
Q3
$72K Buy
+2,895
New +$72K ﹤0.01% 2413