Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Principal Active High Yield ETF YLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YLD Stock Details YLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,128
Closed -$41K – 5334
2025
Q1 		$41K Hold
2,128
– – ﹤0.01% 3149
2024
Q4 		$41K Buy
+2,128
New +$41K ﹤0.01% 2953