Carson Wealth (CWM LLC)’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
26,284
+1,784
| +7% | +$65.6K | ﹤0.01% | 1252 |
|
|
2025
Q1 | $855K | Buy |
24,500
+7,729
| +46% | +$270K | ﹤0.01% | 1218 |
|
|
2024
Q4 | $572K | Buy |
16,771
+8,609
| +105% | +$294K | ﹤0.01% | 1327 |
|
|
2024
Q3 | $272K | Buy |
8,162
+7,999
| +4,907% | +$267K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $5K | Buy |
+163
| New | +$5K | ﹤0.01% | 3910 |
|
|
2023
Q3 | – | Sell |
-206
| Closed | -$6K | – | 4553 |
|
|
2023
Q2 | $6K | Buy |
+206
| New | +$6K | ﹤0.01% | 3391 |
|