Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KNG Stock Details KNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.74M Buy
2025
Q2 		$1.54M Buy
2025
Q1 		$1.36M Sell
2024
Q4 		$1.4M Buy
2024
Q3 		$1.4M Buy
2024
Q2 		$1.19M Buy
2024
Q1 		$989K Buy
2023
Q4 		$474K Buy
2023
Q3 		$114K Buy