Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ONEY Stock Details ONEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$56K Buy
2025
Q2 		$24K Buy
2023
Q1 		– Sell
2022
Q4 		$69K Sell
2022
Q3 		$154K Buy