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

Carson Wealth (CWM LLC)’s Portfolio XBJA Stock Details XBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$968K Buy
32,112
+2,938
+10% +$88.6K ﹤0.01% 1251
2025
Q1 		$824K Buy
29,174
+9,341
+47% +$264K ﹤0.01% 1241
2024
Q4 		$571K Buy
19,833
+10,287
+108% +$296K ﹤0.01% 1328
2024
Q3 		$271K Buy
9,546
+9,356
+4,924% +$266K ﹤0.01% 1601
2024
Q2 		$5K Buy
+190
New +$5K ﹤0.01% 3912