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

Carson Wealth (CWM LLC)’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$70K Hold
2025
Q2 		$67K Hold
2025
Q1 		$63K Hold
2024
Q4 		$64K Buy
2024
Q3 		$58K Hold
2024
Q2 		$56K Hold
2024
Q1 		$55K Hold
2023
Q4 		$52K Hold
2023
Q3 		$49K Buy