Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Hold |
1,629
| – | – | ﹤0.01% | 3045 |
|
|
2025
Q1 | $63K | Hold |
1,629
| – | – | ﹤0.01% | 2780 |
|
|
2024
Q4 | $64K | Buy |
1,629
+127
| +8% | +$4.99K | ﹤0.01% | 2608 |
|
|
2024
Q3 | $58K | Hold |
1,502
| – | – | ﹤0.01% | 2579 |
|
|
2024
Q2 | $56K | Hold |
1,502
| – | – | ﹤0.01% | 2400 |
|
|
2024
Q1 | $55K | Hold |
1,502
| – | – | ﹤0.01% | 2232 |
|
|
2023
Q4 | $52K | Hold |
1,502
| – | – | ﹤0.01% | 2156 |
|
|
2023
Q3 | $49K | Buy |
+1,502
| New | +$49K | ﹤0.01% | 2075 |
|