Carson Wealth (CWM LLC)
AIPI

Carson Wealth (CWM LLC)’s REX AI Equity Premium Income ETF AIPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIPI Stock Details AIPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-104
Closed -$4K – 5823
2025
Q4 		$4K Buy
+104
New +$4.39K ﹤0.01% 4934

Other funds holding AIPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AIPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of REX AI Equity Premium Income ETF (AIPI) in Q1 2026, closing a stake of 104 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in AIPI in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 27 funds tracked by Wall St. Rank hold AIPI as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining REX AI Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 104 REX AI Equity Premium Income ETF shares in Q1 2026, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in REX AI Equity Premium Income ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s REX AI Equity Premium Income ETF position peaked at $4K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held REX AI Equity Premium Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.