Carson Wealth (CWM LLC)
MARZ icon

Carson Wealth (CWM LLC)’s TrueShares Structured Outcome March ETF MARZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MARZ Stock Details MARZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed – – 5224
2025
Q1 		$0 Hold
6
– – ﹤0.01% 5133
2024
Q4 		$0 Hold
6
– – ﹤0.01% 5051
2024
Q3 		$0 Hold
6
– – ﹤0.01% 5004
2024
Q2 		$0 Buy
+6
New +$180 ﹤0.01% 4781

Other funds holding MARZ

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of TrueShares Structured Outcome March ETF (MARZ) in Q2 2025, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in MARZ in Q2 2024 and held it in 4 quarters. The position peaked at $0 in Q1 2025. 9 funds tracked by Wall St. Rank hold MARZ as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining TrueShares Structured Outcome March ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 TrueShares Structured Outcome March ETF shares in Q2 2025.
  • Carson Wealth (CWM LLC) first reported a position in TrueShares Structured Outcome March ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s TrueShares Structured Outcome March ETF position peaked at $0 in Q1 2025.
  • 9 funds tracked by Wall St. Rank held TrueShares Structured Outcome March ETF as of Q2 2025.

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