Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DVOL Stock Details DVOL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.32M Sell
123,039
-60,966
-33% -$2.14M 0.02% 637
2025
Q1 		$6.54M Sell
184,005
-11,078
-6% -$394K 0.03% 450
2024
Q4 		$6.61M Sell
195,083
-16,833
-8% -$570K 0.03% 414
2024
Q3 		$7.03M Sell
211,916
-45,001
-18% -$1.49M 0.03% 373
2024
Q2 		$7.78M Sell
256,917
-32,377
-11% -$980K 0.04% 332
2024
Q1 		$8.84M Sell
289,294
-133,336
-32% -$4.07M 0.04% 309
2023
Q4 		$11.6M Sell
422,630
-152,682
-27% -$4.17M 0.06% 253
2023
Q3 		$14.4M Buy
575,312
+191,291
+50% +$4.77M 0.09% 191
2023
Q2 		$10.1M Buy
384,021
+137,666
+56% +$3.63M 0.06% 229
2023
Q1 		$6.3M Sell
246,355
-2,366
-1% -$60.5K 0.04% 281
2022
Q4 		$6.54M Sell
248,721
-569,873
-70% -$15M 0.05% 262
2022
Q3 		$19.6M Buy
818,594
+136,473
+20% +$3.27M 0.16% 127
2022
Q2 		$17.1M Sell
682,121
-234,639
-26% -$5.9M 0.13% 147
2022
Q1 		$26.3M Sell
916,760
-103,116
-10% -$2.95M 0.19% 108
2021
Q4 		$32.4M Buy
+1,019,876
New +$32.4M 0.23% 81
2021
Q2 		$27.1M Hold
996,564
– – 0.22% 96
2021
Q1 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q4 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q3 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q2 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q1 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q4 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q3 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q2 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q1 		$27.1M Buy
+996,564
New +$27.1M 0.22% 96