Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6M | Sell |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $8.4M | Buy |
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|
2024
Q4 | $5.73M | Buy |
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|
2024
Q3 | $4.23M | Buy |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $745K | Buy |
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