Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MSTY Stock Details MSTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3K Sell
121
-338
-74% -$8.38K ﹤0.01% 4824
2025
Q1 		$9K Buy
459
+89
+24% +$1.75K ﹤0.01% 4183
2024
Q4 		$10K Buy
370
+34
+10% +$919 ﹤0.01% 3898
2024
Q3 		$8K Hold
336
– – ﹤0.01% 3911
2024
Q2 		$10K Buy
+336
New +$10K ﹤0.01% 3572