Carson Wealth (CWM LLC)’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,014	Closed	-$30K	–	5123
2024 Q4	$30K	Buy	1,014 +634	+167%	+$18.8K	﹤0.01%	3173
2024 Q3	$11K	Buy	+380	New	+$11K	﹤0.01%	3738