Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SFLR Stock Details SFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$628K Sell
18,711
-3,701
-17% -$124K ﹤0.01% 1494
2025
Q1 		$704K Buy
22,412
+14,718
+191% +$462K ﹤0.01% 1318
2024
Q4 		$251K Buy
+7,694
New +$251K ﹤0.01% 1695