Carson Wealth (CWM LLC)
RISR icon

Carson Wealth (CWM LLC)’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RISR Stock Details RISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-409
Closed -$15K – 5502
2025
Q2 		$15K Buy
409
+281
+220% +$10.4K ﹤0.01% 4091
2025
Q1 		$5K Buy
+128
New +$4.7K ﹤0.01% 4482

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