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
2025
Q2 		$8K Buy
2025
Q1 		– Sell
2024
Q4 		$12K Buy
2023
Q2 		– Sell
2023
Q1 		$9K Buy