Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSUS Stock Details SSUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$34.6M Sell
769,853
-9,417
-1% -$423K 0.12% 152
2025
Q1 		$31.7M Sell
779,270
-91,563
-11% -$3.73M 0.13% 151
2024
Q4 		$36.6M Sell
870,833
-105,555
-11% -$4.44M 0.15% 125
2024
Q3 		$40.6M Sell
976,388
-211,205
-18% -$8.78M 0.17% 111
2024
Q2 		$46.9M Sell
1,187,593
-188,436
-14% -$7.45M 0.22% 90
2024
Q1 		$52.9M Sell
1,376,029
-65,152
-5% -$2.51M 0.26% 75
2023
Q4 		$51.3M Sell
1,441,181
-160,026
-10% -$5.7M 0.28% 69
2023
Q3 		$54.6M Sell
1,601,207
-22
-0% -$751 0.33% 59
2023
Q2 		$56.9M Buy
1,601,229
+5,618
+0.4% +$199K 0.35% 52
2023
Q1 		$52.7M Sell
1,595,611
-110,060
-6% -$3.63M 0.36% 53
2022
Q4 		$52M Sell
1,705,671
-444,956
-21% -$13.6M 0.38% 53
2022
Q3 		$62.2M Buy
2,150,627
+81,677
+4% +$2.36M 0.49% 43
2022
Q2 		$64.5M Sell
2,068,950
-96,837
-4% -$3.02M 0.5% 41
2022
Q1 		$77M Buy
2,165,787
+229,085
+12% +$8.15M 0.55% 35
2021
Q4 		$72.1M Buy
+1,936,702
New +$72.1M 0.51% 37
2021
Q2 		$55.7M Hold
1,660,844
– – 0.44% 41
2021
Q1 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q4 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q3 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q2 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q1 		$55.7M Hold
1,660,844
– – 0.44% 41
2019
Q4 		$55.7M Hold
1,660,844
– – 0.44% 41
2019
Q3 		$55.7M Hold
1,660,844
– – 0.44% 41
2019
Q2 		$55.7M Hold
1,660,844
– – 0.44% 41
2019
Q1 		$55.7M Buy
+1,660,844
New +$55.7M 0.44% 41