Carson Wealth (CWM LLC)
ZJUL

Carson Wealth (CWM LLC)’s Innovtor Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$53K Hold
1,894
– – ﹤0.01% 3241
2025
Q1 		$51K Hold
1,894
– – ﹤0.01% 2979
2024
Q4 		$51K Sell
1,894
-38
-2% -$1.02K ﹤0.01% 2790
2024
Q3 		$52K Buy
+1,932
New +$52K ﹤0.01% 2666