Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XDSQ Stock Details XDSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.43M Buy
64,914
+6,836
+12% +$255K 0.01% 885
2025
Q1 		$2.02M Buy
58,078
+26,641
+85% +$926K 0.01% 831
2024
Q4 		$1.15M Buy
31,437
+15,677
+99% +$571K ﹤0.01% 1008
2024
Q3 		$553K Buy
15,760
+15,443
+4,872% +$542K ﹤0.01% 1276
2024
Q2 		$11K Buy
+317
New +$11K ﹤0.01% 3510