Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JANW Stock Details JANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-56
Closed -$2K – 5201
2025
Q1 		$2K Hold
56
– – ﹤0.01% 4762
2024
Q4 		$2K Hold
56
– – ﹤0.01% 4549
2024
Q3 		$2K Hold
56
– – ﹤0.01% 4407
2024
Q2 		$2K Buy
+56
New +$2K ﹤0.01% 4220