Carson Wealth (CWM LLC)
PMAY icon

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

Carson Wealth (CWM LLC)’s Portfolio PMAY Stock Details PMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-33
Closed -$1K – 5072
2024
Q2 		$1K Buy
+33
New +$1.1K ﹤0.01% 4456

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
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BCM
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HCA
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PMAY Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2024, closing a stake of 33 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PMAY in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 167 funds tracked by Wall St. Rank hold PMAY as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 33 Innovator US Equity Power Buffer ETF May shares in Q3 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF May position peaked at $1K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.