Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBSC Stock Details BBSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$19K Hold
2025
Q2 		$17K Hold
2025
Q1 		$16K Buy
2024
Q4 		$1K Buy
2024
Q1 		– Sell
2023
Q4 		$1K Buy