Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PIMCO Commodity Strategy Active Exchange-Traded Fund CMDT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMDT Stock Details CMDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11.7M Buy
2025
Q2 		$10.7M Buy
2025
Q1 		$10.9M Buy
2024
Q4 		$9.33M Buy
2024
Q3 		$9.57M Buy
2024
Q2 		$9.14M Sell
2024
Q1 		$9.16M Sell
2023
Q4 		$10.4M Sell
2023
Q3 		$13.9M Buy