Carson Wealth (CWM LLC)’s ESSA Bancorp ESSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-450	Closed	-$9K	–	5344
2025 Q2	$9K	Buy	450 +177	+65%	+$3.27K	﹤0.01%	4346
2025 Q1	$5K	Buy	273 +113	+71%	+$2.29K	﹤0.01%	4442
2024 Q4	$3K	Buy	160 +27	+20%	+$530	﹤0.01%	4399
2024 Q3	$3K	Buy	133 +95	+250%	+$1.74K	﹤0.01%	4267
2024 Q2	$1K	Buy	38 +37	+3,700%	+$627	﹤0.01%	4373
2024 Q1	$0	Buy	+1	New	+$18	﹤0.01%	4431

Other funds holding ESSA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ESSA Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of ESSA Bancorp (ESSA) in Q3 2025, closing a stake of 450 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in ESSA in Q1 2024 and held it in 6 quarters. The position peaked at $9K in Q2 2025. 1 fund tracked by Wall St. Rank holds ESSA as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining ESSA Bancorp position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 450 ESSA Bancorp shares in Q3 2025, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in ESSA Bancorp in Q1 2024 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s ESSA Bancorp position peaked at $9K in Q2 2025.
1 fund tracked by Wall St. Rank held ESSA Bancorp as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.