Carson Wealth (CWM LLC)
SMI

Carson Wealth (CWM LLC)’s VanEck HIP Sustainable Muni ETF SMI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMI Stock Details SMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-253
Closed -$11K – 5287
2025
Q1 		$11K Hold
253
– – ﹤0.01% 4073
2024
Q4 		$12K Hold
253
– – ﹤0.01% 3776
2024
Q3 		$12K Hold
253
– – ﹤0.01% 3695
2024
Q2 		$12K Hold
253
– – ﹤0.01% 3455
2024
Q1 		$12K Hold
253
– – ﹤0.01% 3244
2023
Q4 		$12K Hold
253
– – ﹤0.01% 3099
2023
Q3 		$11K Hold
253
– – ﹤0.01% 3094
2023
Q2 		$12K Hold
253
– – ﹤0.01% 2991
2023
Q1 		$12K Buy
+253
New +$11.6K ﹤0.01% 2863

Carson Wealth (CWM LLC)'s SMI Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of VanEck HIP Sustainable Muni ETF (SMI) in Q2 2025, closing a stake of 253 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in SMI in Q1 2023 and held it in 9 quarters. The position peaked at $12K in Q4 2024. 0 funds tracked by Wall St. Rank hold SMI as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining VanEck HIP Sustainable Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 253 VanEck HIP Sustainable Muni ETF shares in Q2 2025, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in VanEck HIP Sustainable Muni ETF in Q1 2023 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s VanEck HIP Sustainable Muni ETF position peaked at $12K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held VanEck HIP Sustainable Muni ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.