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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2K Sell
2025
Q2 		$3K Sell
2025
Q1 		$9K Buy
2024
Q4 		$10K Buy
2024
Q3 		$8K Hold
2024
Q2 		$10K Buy