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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.6M Buy
2025
Q2 		$2.43M Buy
2025
Q1 		$2.02M Buy
2024
Q4 		$1.15M Buy
2024
Q3 		$553K Buy
2024
Q2 		$11K Buy