Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
6,223
| – | – | ﹤0.01% | 1951 |
|
|
2025
Q1 | $249K | Hold |
6,223
| – | – | ﹤0.01% | 1782 |
|
|
2024
Q4 | $250K | Hold |
6,223
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q3 | $244K | Sell |
6,223
-30
| -0.5% | -$1.18K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $237K | Sell |
6,253
-614
| -9% | -$23.3K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $253K | Buy |
6,867
+657
| +11% | +$24.2K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $221K | Hold |
6,210
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q3 | $208K | Hold |
6,210
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q2 | $210K | Hold |
6,210
| – | – | ﹤0.01% | 1229 |
|
|
2023
Q1 | $200K | Buy |
6,210
+6,201
| +68,900% | +$200K | ﹤0.01% | 1198 |
|
|
2022
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4167 |
|