Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.49M | Buy |
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2025
Q2 | $8.54M | Buy |
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2025
Q1 | $6.27M | Buy |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $109K | Hold |
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|
2023
Q3 | $103K | Hold |
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|
2023
Q2 | $101K | Hold |
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|
2023
Q1 | $96K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.62M | Buy |
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