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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$962K Buy
26,729
+2,314
+9% +$83.3K ﹤0.01% 1254
2025
Q1
$826K Buy
24,415
+7,776
+47% +$263K ﹤0.01% 1239
2024
Q4
$568K Buy
16,639
+8,508
+105% +$290K ﹤0.01% 1331
2024
Q3
$272K Buy
8,131
+7,968
+4,888% +$267K ﹤0.01% 1598
2024
Q2
$5K Buy
+163
New +$5K ﹤0.01% 3911