Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$8K Hold
2025
Q2 		$7K Hold
2025
Q1 		$7K Hold
2024
Q4 		$7K Hold
2024
Q3 		$8K Sell
2024
Q2 		$33K Sell
2024
Q1 		$618K Sell
2023
Q4 		$620K Sell
2023
Q3 		$598K Sell
2023
Q2 		$740K Sell
2023
Q1 		$738K Buy