Carson Wealth (CWM LLC)
KAUG

Carson Wealth (CWM LLC)’s Innovator US Small Cap Power Buffer ETF - August KAUG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KAUG Stock Details KAUG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$21K Hold
835
– – ﹤0.01% 3886
2025
Q1 		$20K Buy
835
+14
+2% +$335 ﹤0.01% 3685
2024
Q4 		$21K Buy
+821
New +$21K ﹤0.01% 3418