Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTAL Stock Details BTAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14K Sell
798
-27
-3% -$474 ﹤0.01% 4100
2025
Q1 		$17K Buy
+825
New +$17K ﹤0.01% 3781
2023
Q4 		– Sell
-748
Closed -$15K – 4146
2023
Q3 		$15K Buy
+748
New +$15K ﹤0.01% 2860