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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8K	Buy	+132	New	+$8K	﹤0.01%	4410
2025 Q1	–	Sell	-206	Closed	-$12K	–	5211
2024 Q4	$12K	Buy	+206	New	+$12K	﹤0.01%	3783
2023 Q2	–	Sell	-230	Closed	-$9K	–	4461
2023 Q1	$9K	Buy	+230	New	+$9K	﹤0.01%	3036