Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Invesco Exchange-Traded Fund Trust II Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3K	Sell
2025 Q3	$11K	Buy
2022 Q2	–	Sell
2022 Q1	$98K	Buy
2018 Q3	–	Sell
2018 Q2	$29K	Buy