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

Carson Wealth (CWM LLC)’s Portfolio MARW Stock Details MARW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28
Closed -$1K – 5218
2025
Q1 		$1K Hold
28
– – ﹤0.01% 4930
2024
Q4 		$1K Hold
28
– – ﹤0.01% 4743
2024
Q3 		$1K Hold
28
– – ﹤0.01% 4625
2024
Q2 		$1K Buy
+28
New +$1K ﹤0.01% 4412