Carson Wealth (CWM LLC)’s MoneyLion Inc. ML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-585	Closed	-$51K	–	5391
2025 Q1	$51K	Sell	585 -49	-8%	-$4.26K	﹤0.01%	2984
2024 Q4	$55K	Buy	634 +83	+15%	+$5.6K	﹤0.01%	2738
2024 Q3	$23K	Buy	+551	New	+$29.9K	﹤0.01%	3283

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 585 shares — an estimated $51K sold.

Carson Wealth (CWM LLC) first reported a position in ML in Q3 2024 and held it in 3 quarters. The position peaked at $55K in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 585 MoneyLion Inc. shares in Q2 2025, an estimated $51K.
Carson Wealth (CWM LLC) first reported a position in MoneyLion Inc. in Q3 2024 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s MoneyLion Inc. position peaked at $55K in Q4 2024.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

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