Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XBAP Stock Details XBAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.01M Buy
2025
Q2 		$966K Buy
2025
Q1 		$855K Buy
2024
Q4 		$572K Buy
2024
Q3 		$272K Buy
2024
Q2 		$5K Buy
2023
Q3 		– Sell
2023
Q2 		$6K Buy