Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Xponential Fitness XPOF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XPOF Stock Details XPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$24K Buy
2025
Q2 		$7K Buy
2025
Q1 		$2K Sell
2024
Q4 		$14K Sell
2024
Q3 		$14K Sell
2024
Q2 		$20K Buy
2024
Q1 		$0 Buy