Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLSE Stock Details CLSE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$22K – 5130
2025
Q1 		$22K Hold
1,000
– – ﹤0.01% 3593
2024
Q4 		$23K Hold
1,000
– – ﹤0.01% 3335
2024
Q3 		$22K Buy
+1,000
New +$22K ﹤0.01% 3288