Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PJUN Stock Details PJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$106K Buy
2025
Q2 		$78K Buy
2025
Q1 		$59K Hold
2024
Q4 		$60K Hold
2024
Q3 		$59K Sell
2024
Q2 		$59K Buy
2024
Q1 		$55K Hold
2023
Q4 		$53K Hold
2023
Q3 		$50K Hold
2023
Q2 		$50K Buy