Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSC Stock Details PSC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$104K Buy
1,950
+75
+4% +$4K ﹤0.01% 2683
2025
Q1 		$91K Sell
1,875
-311
-14% -$15.1K ﹤0.01% 2497
2024
Q4 		$112K Buy
+2,186
New +$112K ﹤0.01% 2211