Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EIPX Stock Details EIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.51M	Buy
2025 Q2	$2.32M	Buy
2024 Q1	–	Sell
2023 Q4	$25K	Hold
2023 Q3	$25K	Buy