Carson Wealth (CWM LLC)
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-176
Closed -$6K – 5190
2025
Q1 		$6K Buy
+176
New +$6K ﹤0.01% 4358
2024
Q3 		– Sell
-284
Closed -$9K – 4954
2024
Q2 		$9K Hold
284
– – ﹤0.01% 3603
2024
Q1 		$10K Buy
+284
New +$10K ﹤0.01% 3329