Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIRR Stock Details AIRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.8M Buy
97,369
+19,251
+25% +$2.18M 0.03% 522
2025
Q4 		$7.68M Buy
78,118
+1,097
+1% +$107K 0.02% 614
2025
Q3 		$7.45M Sell
77,021
-779
-1% -$69.7K 0.02% 569
2025
Q2 		$6.33M Buy
77,800
+3,333
+4% +$246K 0.02% 520
2025
Q1 		$5.08M Buy
74,467
+15,978
+27% +$1.2M 0.02% 526
2024
Q4 		$4.51M Buy
58,489
+13,372
+30% +$1.07M 0.02% 499
2024
Q3 		$3.37M Buy
45,117
+23,869
+112% +$1.69M 0.01% 551
2024
Q2 		$1.45M Sell
21,248
-6,423
-23% -$436K 0.01% 736
2024
Q1 		$1.86M Sell
27,671
-3,716
-12% -$222K 0.01% 644
2023
Q4 		$1.81M Buy
31,387
+10,041
+47% +$518K 0.01% 599
2023
Q3 		$1.1M Buy
21,346
+19,380
+986% +$1.04M 0.01% 706
2023
Q2 		$106K Buy
1,966
+1,193
+154% +$57.7K ﹤0.01% 1542
2023
Q1 		$37K Hold
773
– – ﹤0.01% 2070
2022
Q4 		$34K Hold
773
– – ﹤0.01% 1991
2022
Q3 		$30K Sell
773
-130
-14% -$5.35K ﹤0.01% 1955
2022
Q2 		$34K Hold
903
– – ﹤0.01% 1807
2022
Q1 		$38K Sell
903
-598
-40% -$25.3K ﹤0.01% 1721
2021
Q4 		$68K Buy
+1,501
New +$66.7K ﹤0.01% 1449

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 25% in Q1 2026, buying an estimated $2.18M and bringing the position to 97,369 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #522.

Carson Wealth (CWM LLC) first reported a position in AIRR in Q4 2021 and has held it in 18 quarters since. 500 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 97,369 shares of First Trust RBA American Industrial Renaissance ETF worth $10.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,251 First Trust RBA American Industrial Renaissance ETF shares in Q1 2026, an estimated $2.18M.
  • First Trust RBA American Industrial Renaissance ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #522 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2021 and has held it in 18 quarters since.
  • 500 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

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