Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QQQI Stock Details QQQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$160K Buy
3,072
+1,212
+65% +$63.1K ﹤0.01% 2363
2025
Q1 		$88K Buy
+1,860
New +$88K ﹤0.01% 2529