Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$47K Buy
2025
Q2 		$7K Buy
2024
Q2 		– Sell
2024
Q1 		$1.23M Buy
2023
Q4 		$1M Buy
2023
Q3 		$26K Hold
2023
Q2 		$26K Buy
2023
Q1 		$3K Buy
2022
Q4 		$0 Buy
2019
Q1 		– Sell
2018
Q4 		$143K Buy
2018
Q3 		$74K Buy