Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOUP Stock Details LOUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$30K Hold
2025
Q2 		$26K Hold
2025
Q1 		$19K Hold
2024
Q4 		$22K Hold
2024
Q3 		$20K Hold
2024
Q2 		$20K Hold
2024
Q1 		$20K Hold
2023
Q4 		$18K Hold
2023
Q3 		$15K Sell
2023
Q2 		$23K Buy