Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s YieldMax COIN Option Income Strategy ETF CONY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CONY Stock Details CONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1K Sell
57
-619
-92% -$10.9K ﹤0.01% 4977
2025
Q1 		$5K Buy
676
+128
+23% +$947 ﹤0.01% 4423
2024
Q4 		$7K Buy
548
+43
+9% +$549 ﹤0.01% 4032
2024
Q3 		$7K Hold
505
– – ﹤0.01% 3926
2024
Q2 		$10K Buy
+505
New +$10K ﹤0.01% 3526