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

Carson Wealth (CWM LLC)’s Portfolio NJUL Stock Details NJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$78K Hold
2025
Q2 		$74K Hold
2025
Q1 		$66K Hold
2024
Q4 		$69K Hold
2024
Q3 		$66K Sell
2024
Q2 		$81K Sell
2024
Q1 		$108K Hold
2023
Q4 		$104K Buy
2023
Q3 		$83K Buy
2023
Q2 		$56K Buy
2023
Q1 		$10K Buy