Carson Wealth (CWM LLC)’s Defiance Leveraged Long Income PLTR ETF PLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-63	Closed	-$1K	–	5848
2025 Q4	$1K	Buy	63 +11	+21%	+$191	﹤0.01%	5335
2025 Q3	$1K	Buy	+52	New	+$921	﹤0.01%	5228

Carson Wealth (CWM LLC)'s PLT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Defiance Leveraged Long Income PLTR ETF (PLT) in Q1 2026, closing a stake of 63 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PLT in Q3 2025 and held it in 2 quarters. The position peaked at $1K in Q4 2025. 0 funds tracked by Wall St. Rank hold PLT as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Defiance Leveraged Long Income PLTR ETF position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 63 Defiance Leveraged Long Income PLTR ETF shares in Q1 2026, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Defiance Leveraged Long Income PLTR ETF in Q3 2025 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Defiance Leveraged Long Income PLTR ETF position peaked at $1K in Q4 2025.
0 funds tracked by Wall St. Rank held Defiance Leveraged Long Income PLTR ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.