Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Inspire 500 ETF PTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.32M Buy
2025
Q2 		$1.99M Buy
2025
Q1 		$1.44M Buy
2024
Q4 		$1.18M Buy
2024
Q3 		$1.06M Buy
2024
Q2 		$676K Buy