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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44M	Sell	61,702 -7,209	-10%	-$300K	0.01%	1118
2025 Q4	$2.87M	Buy	68,911 +3,780	+6%	+$154K	0.01%	1005
2025 Q3	$2.6M	Buy	65,131 +217	+0.3%	+$8.41K	0.01%	984
2025 Q2	$2.43M	Buy	64,914 +6,836	+12%	+$242K	0.01%	885
2025 Q1	$2.02M	Buy	58,078 +26,641	+85%	+$975K	0.01%	831
2024 Q4	$1.15M	Buy	31,437 +15,677	+99%	+$566K	﹤0.01%	1009
2024 Q3	$553K	Buy	15,760 +15,443	+4,872%	+$521K	﹤0.01%	1277
2024 Q2	$11K	Buy	+317	New	+$9.97K	﹤0.01%	3512

Other funds holding XDSQ

ACM

Andina Capital Management Lehi, Utah $113M AUM 7.76% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XDSQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Innovator US Equity Accelerated ETF Quarterly (XDSQ) stake by 10% in Q1 2026, selling an estimated $300K and leaving 61,702 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1118.

Carson Wealth (CWM LLC) first reported a position in XDSQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.87M in Q4 2025. 44 funds tracked by Wall St. Rank hold XDSQ as of Q1 2026.

Carson Wealth (CWM LLC) held 61,702 shares of Innovator US Equity Accelerated ETF Quarterly worth $2.44M as of Q1 2026.
Carson Wealth (CWM LLC) sold 7,209 Innovator US Equity Accelerated ETF Quarterly shares in Q1 2026, an estimated $300K.
Innovator US Equity Accelerated ETF Quarterly made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1118 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Accelerated ETF Quarterly in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Innovator US Equity Accelerated ETF Quarterly position peaked at $2.87M in Q4 2025.
44 funds tracked by Wall St. Rank held Innovator US Equity Accelerated ETF Quarterly as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.