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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.73M Buy
2025
Q2 		$628K Sell
2025
Q1 		$704K Buy
2024
Q4 		$251K Buy