Carson Wealth (CWM LLC)
UNOV icon

Carson Wealth (CWM LLC)’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UNOV Stock Details UNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,993
Closed -$65K – 4961
2024
Q1 		$65K Buy
+1,993
New +$64.1K ﹤0.01% 2136

Other funds holding UNOV

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Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UNOV Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2024, closing a stake of 1,993 shares — an estimated $65K sold.

Carson Wealth (CWM LLC) first reported a position in UNOV in Q1 2024 and held it in 1 quarter. The position peaked at $65K in Q1 2024. 39 funds tracked by Wall St. Rank hold UNOV as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,993 Innovator US Equity Ultra Buffer ETF November shares in Q2 2024, an estimated $65K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Ultra Buffer ETF November in Q1 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Innovator US Equity Ultra Buffer ETF November position peaked at $65K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.