Carson Wealth (CWM LLC)
AIV

Carson Wealth (CWM LLC)’s Aimco AIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8K Sell
2,889
-2,841
-50% -$14.9K ﹤0.01% 4714
2025
Q4 		$34K Buy
5,730
+3,557
+164% +$21.3K ﹤0.01% 3862
2025
Q3 		$17K Buy
2,173
+433
+25% +$3.52K ﹤0.01% 4201
2025
Q2 		$15K Sell
1,740
-93
-5% -$752 ﹤0.01% 4064
2025
Q1 		$16K Buy
1,833
+302
+20% +$2.68K ﹤0.01% 3818
2024
Q4 		$14K Sell
1,531
-18
-1% -$155 ﹤0.01% 3655
2024
Q3 		$14K Buy
1,549
+129
+9% +$1.15K ﹤0.01% 3571
2024
Q2 		$12K Buy
1,420
+98
+7% +$790 ﹤0.01% 3417
2024
Q1 		$11K Buy
1,322
+121
+10% +$924 ﹤0.01% 3260
2023
Q4 		$9K Buy
1,201
+848
+240% +$5.72K ﹤0.01% 3218
2023
Q3 		$2K Sell
353
-347
-50% -$2.76K ﹤0.01% 3745
2023
Q2 		$6K Buy
700
+334
+91% +$2.72K ﹤0.01% 3319
2023
Q1 		$3K Hold
366
– – ﹤0.01% 3459
2022
Q4 		$3K Sell
366
-64
-15% -$488 ﹤0.01% 3364
2022
Q3 		$3K Buy
430
+30
+8% +$246 ﹤0.01% 3260
2022
Q2 		$3K Sell
400
-3,646
-90% -$23K ﹤0.01% 3156
2022
Q1 		$30K Buy
4,046
+3,528
+681% +$25.1K ﹤0.01% 1834
2021
Q4 		$4K Buy
+518
New +$3.96K ﹤0.01% 2793
2021
Q2 		$0 Hold
16
– – ﹤0.01% 2922
2021
Q1 		$0 Hold
16
– – ﹤0.01% 2922
2020
Q4 		$0 Sell
16
-104
-87% -$462 ﹤0.01% 2922
2020
Q3 		$0 Hold
120
– – ﹤0.01% 2922
2020
Q2 		$0 Hold
120
– – ﹤0.01% 2922
2020
Q1 		$0 Hold
120
– – ﹤0.01% 2922
2019
Q4 		$0 Hold
120
– – ﹤0.01% 2921
2019
Q3 		$0 Hold
120
– – ﹤0.01% 2921
2019
Q2 		$0 Hold
120
– – ﹤0.01% 2921
2019
Q1 		$0 Buy
+120
New +$774 ﹤0.01% 2928
2018
Q1 		– Sell
-3,228
Closed -$19K – 1389
2017
Q4 		$19K Sell
3,228
-661
-17% -$3.89K ﹤0.01% 702
2017
Q3 		$23K Buy
+3,889
New +$23.2K ﹤0.01% 673

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Aimco (AIV) stake by 50% in Q1 2026, selling an estimated $14.9K and leaving 2,889 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4714.

Carson Wealth (CWM LLC) first reported a position in AIV in Q3 2017 and has held it in 30 quarters since. The position peaked at $34K in Q4 2025. 187 funds tracked by Wall St. Rank hold AIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,889 shares of Aimco worth $11.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,841 Aimco shares in Q1 2026, an estimated $14.9K.
  • Aimco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4714 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aimco in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Aimco position peaked at $34K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Aimco as of Q1 2026.

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