Carson Wealth (CWM LLC)’s Return Stacked Global Stocks & Bonds ETF RSSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.9M | Buy |
3,469,787
+42,587
| +1% | +$1.12M | 0.32% | 63 |
|
|
2025
Q1 | $80.3M | Buy |
3,427,200
+273,888
| +9% | +$6.42M | 0.32% | 65 |
|
|
2024
Q4 | $73.3M | Buy |
3,153,312
+306,127
| +11% | +$7.11M | 0.3% | 61 |
|
|
2024
Q3 | $71.1M | Buy |
2,847,185
+759,650
| +36% | +$19M | 0.31% | 60 |
|
|
2024
Q2 | $47.4M | Buy |
+2,087,535
| New | +$47.4M | 0.22% | 89 |
|