Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Paragon 28, Inc. FNA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FNA Stock Details FNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,400
Closed -$18K – 5375
2025
Q1 		$18K Buy
1,400
+175
+14% +$2.18K ﹤0.01% 3777
2024
Q4 		$13K Buy
1,225
+585
+91% +$4.72K ﹤0.01% 3736
2024
Q3 		$4K Sell
640
-225
-26% -$1.7K ﹤0.01% 4231
2024
Q2 		$6K Sell
865
-354
-29% -$2.99K ﹤0.01% 3823
2024
Q1 		$15K Sell
1,219
-153
-11% -$1.82K ﹤0.01% 3116
2023
Q4 		$17K Buy
1,372
+872
+174% +$9.22K ﹤0.01% 2891
2023
Q3 		$6K Sell
500
-16
-3% -$241 ﹤0.01% 3410
2023
Q2 		$9K Hold
516
– – ﹤0.01% 3168
2023
Q1 		$9K Buy
516
+16
+3% +$285 ﹤0.01% 3042
2022
Q4 		$10K Hold
500
– – ﹤0.01% 2826
2022
Q3 		$9K Hold
500
– – ﹤0.01% 2778
2022
Q2 		$8K Buy
+500
New +$8.41K ﹤0.01% 2755
2022
Q1 		– Sell
-500
Closed -$9K – 3925
2021
Q4 		$9K Buy
+500
New +$9.64K ﹤0.01% 2445

Other funds holding FNA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FNA Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Paragon 28, Inc. (FNA) in Q2 2025, closing a stake of 1,400 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in FNA in Q4 2021 and held it in 13 quarters. The position peaked at $18K in Q1 2025. 2 funds tracked by Wall St. Rank hold FNA as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Paragon 28, Inc. position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,400 Paragon 28, Inc. shares in Q2 2025, an estimated $18K.
  • Carson Wealth (CWM LLC) first reported a position in Paragon 28, Inc. in Q4 2021 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Paragon 28, Inc. position peaked at $18K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Paragon 28, Inc. as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.