Carson Wealth (CWM LLC)’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $964K | Sell |
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|
2025
Q2 | $1.12M | Buy |
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2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $885K | Buy |
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|
2024
Q1 | $831K | Buy |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $335K | Buy |
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