Carson Wealth (CWM LLC)’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
30,324
+2,714
| +10% | +$86.5K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $822K | Buy |
27,610
+8,844
| +47% | +$263K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $567K | Buy |
18,766
+9,759
| +108% | +$295K | ﹤0.01% | 1332 |
|
|
2024
Q3 | $268K | Buy |
9,007
+8,827
| +4,904% | +$263K | ﹤0.01% | 1607 |
|
|
2024
Q2 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 3913 |
|