Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSMT Stock Details BSMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20K Hold
865
– – ﹤0.01% 3895
2025
Q1 		$20K Buy
865
+432
+100% +$9.99K ﹤0.01% 3657
2024
Q4 		$10K Buy
+433
New +$10K ﹤0.01% 3842