Carson Wealth (CWM LLC)
HSMV icon

Carson Wealth (CWM LLC)’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HSMV Stock Details HSMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-176
Closed -$6K – 5194
2025
Q1 		$6K Buy
+176
New +$6.33K ﹤0.01% 4366
2024
Q3 		– Sell
-284
Closed -$9K – 4957
2024
Q2 		$9K Hold
284
– – ﹤0.01% 3605
2024
Q1 		$10K Buy
+284
New +$9.17K ﹤0.01% 3331

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LPL Financial
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Cambridge Investment Research Advisors
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BCI
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PS
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TRCT
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AAS
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Bank of New York Mellon
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Envestnet Portfolio Solutions
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Carson Wealth (CWM LLC)'s HSMV Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q2 2025, closing a stake of 176 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in HSMV in Q1 2024 and held it in 3 quarters. The position peaked at $10K in Q1 2024. 17 funds tracked by Wall St. Rank hold HSMV as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 176 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $10K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2025.

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