Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OMFS Stock Details OMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,921
Closed -$149K – 5243
2025
Q1 		$149K Buy
+3,921
New +$149K ﹤0.01% 2107