Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Volatility Premium ETF SVOL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SVOL Stock Details SVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$55K Buy
2025
Q2 		$55K Buy
2025
Q1 		$52K Buy
2024
Q4 		– Sell
2024
Q3 		$48K Buy
2024
Q2 		$1K Sell
2024
Q1 		$317K Sell
2023
Q4 		$360K Sell
2023
Q3 		$445K Sell
2023
Q2 		$478K Sell
2023
Q1 		$540K Buy