Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-48
Closed -$1K – 5308
2025
Q1 		$1K Hold
48
– – ﹤0.01% 4992
2024
Q4 		$1K Hold
48
– – ﹤0.01% 4821
2024
Q3 		$1K Hold
48
– – ﹤0.01% 4726
2024
Q2 		$1K Buy
+48
New +$1K ﹤0.01% 4498