Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $585K | Sell |
|
|||||
|
2025
Q2 | $580K | Sell |
|
|||||
|
2025
Q1 | $588K | Buy |
|
|||||
|
2024
Q4 | $602K | Hold |
|
|||||
|
2024
Q3 | $590K | Sell |
|
|||||
|
2024
Q2 | $581K | Buy |
|
|||||
|
2024
Q1 | $562K | Sell |
|
|||||
|
2023
Q4 | $663K | Buy |
|
|||||
|
2023
Q3 | $456K | Sell |
|
|||||
|
2023
Q2 | $472K | Hold |
|
|||||
|
2023
Q1 | $448K | Buy |
|