Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLRT Stock Details FLRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$22K Buy
2025
Q2 		$22K Buy
2025
Q1 		$21K Sell
2024
Q4 		$23K Buy
2024
Q3 		$10K Hold
2024
Q2 		$10K Hold
2024
Q1 		$10K Buy
2023
Q4 		$9K Hold
2023
Q3 		$9K Buy
2023
Q2 		$7K Buy