Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-132
Closed -$8K – 5563
2025
Q2 		$8K Buy
+132
New +$7.68K ﹤0.01% 4414
2025
Q1 		– Sell
-206
Closed -$12K – 5219
2024
Q4 		$12K Buy
+206
New +$12.1K ﹤0.01% 3785
2023
Q2 		– Sell
-230
Closed -$9K – 4477
2023
Q1 		$9K Buy
+230
New +$8.72K ﹤0.01% 3038

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NA
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