Carson Wealth (CWM LLC)’s Return Stacked US Stocks & Managed Futures ETF RSST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.1M | Buy |
2,062,211
+229,536
| +13% | +$5.35M | 0.17% | 116 |
|
|
2025
Q1 | $40.5M | Buy |
1,832,675
+71,257
| +4% | +$1.57M | 0.16% | 119 |
|
|
2024
Q4 | $42.1M | Buy |
1,761,418
+730,206
| +71% | +$17.5M | 0.17% | 103 |
|
|
2024
Q3 | $25.3M | Buy |
1,031,212
+183,707
| +22% | +$4.5M | 0.11% | 174 |
|
|
2024
Q2 | $20.8M | Buy |
847,505
+265,036
| +46% | +$6.5M | 0.1% | 195 |
|
|
2024
Q1 | $13.6M | Buy |
+582,469
| New | +$13.6M | 0.07% | 246 |
|