Carson Wealth (CWM LLC)’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HUSV Stock Details HUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-222	Closed	-$9K	–	5195
2025 Q1	$9K	Buy	+222	New	+$8.66K	﹤0.01%	4159
2024 Q3	–	Sell	-395	Closed	-$14K	–	4958
2024 Q2	$14K	Hold	395	–	–	﹤0.01%	3341
2024 Q1	$14K	Buy	+395	New	+$13.7K	﹤0.01%	3133
2023 Q4	–	Sell	-170	Closed	-$5K	–	4306
2023 Q3	$5K	Buy	+170	New	+$5.52K	﹤0.01%	3460

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2025, closing a stake of 222 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in HUSV in Q3 2023 and held it in 4 quarters. The position peaked at $14K in Q2 2024. 49 funds tracked by Wall St. Rank hold HUSV as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 222 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2025, an estimated $9K.
Carson Wealth (CWM LLC) first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2023 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s First Trust Horizon Managed Volatility Domestic ETF position peaked at $14K in Q2 2024.
49 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2025.

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