Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Hedged Equity ETF HEQT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HEQT Stock Details HEQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.3M Buy
2025
Q2 		$17.3M Buy
2025
Q1 		$15.4M Buy
2024
Q4 		$15M Buy
2024
Q3 		$13.6M Buy
2024
Q2 		$10.3M Buy
2024
Q1 		$8.69M Buy
2023
Q4 		$903K Buy
2023
Q3 		$717K Buy
2023
Q2 		$47K Buy