Carson Wealth (CWM LLC)

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

Carson Wealth (CWM LLC)’s Portfolio JULD Stock Details JULD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$60K	Sell
2024 Q4	$72K	Hold
2024 Q3	$72K	Buy