Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Innovator Equity Defined Protection ETF - 1 Yr August ZAUG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZAUG Stock Details ZAUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3K	Sell
2025 Q2	$108K	Hold
2025 Q1	$104K	Hold
2024 Q4	$105K	Buy
2024 Q3	$84K	Buy