Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Bitcoin Strategy PLUS Income ETF MAXI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MAXI Stock Details MAXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4K Buy
126
+5
+4% +$159 ﹤0.01% 4688
2025
Q1 		$2K Buy
121
+1
+0.8% +$17 ﹤0.01% 4770
2024
Q4 		$3K Buy
120
+19
+19% +$475 ﹤0.01% 4419
2024
Q3 		$2K Buy
+101
New +$2K ﹤0.01% 4418