Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SP Funds S&P Global REIT Sharia ETF SPRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPRE Stock Details SPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$813K Buy
2025
Q2 		$554K Buy
2025
Q1 		$556K Buy
2024
Q4 		$323K Hold
2024
Q3 		$360K Buy
2024
Q2 		$103K Hold
2024
Q1 		$108K Hold
2023
Q4 		$107K Buy