Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CZA Stock Details CZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$471K Hold
2025
Q2 		$457K Hold
2025
Q1 		$446K Sell
2024
Q4 		$453K Buy
2022
Q1 		– Sell
2021
Q4 		$5K Buy