Carson Wealth (CWM LLC)
NDEC

Carson Wealth (CWM LLC)’s Innovator Growth-100 Power Buffer ETF - December NDEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NDEC Stock Details NDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-400
Closed -$10K – 5623
2025
Q2 		$10K Buy
+400
New +$9.73K ﹤0.01% 4328

Other funds holding NDEC

ES
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NDEC Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Innovator Growth-100 Power Buffer ETF - December (NDEC) in Q3 2025, closing a stake of 400 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in NDEC in Q2 2025 and held it in 1 quarter. The position peaked at $10K in Q2 2025. 38 funds tracked by Wall St. Rank hold NDEC as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Innovator Growth-100 Power Buffer ETF - December position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 400 Innovator Growth-100 Power Buffer ETF - December shares in Q3 2025, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Growth-100 Power Buffer ETF - December in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Innovator Growth-100 Power Buffer ETF - December position peaked at $10K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - December as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.