Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QIS Stock Details QIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-378
Closed -$9K – 5162
2024
Q4 		$9K Buy
+378
New +$9K ﹤0.01% 3941