Carson Wealth (CWM LLC)’s Amplify Bloomberg AI Equal Weight ETF AIVC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AIVC Stock Details AIVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.11K	Hold	45	–	–	﹤0.01%	5171
2025 Q4	$3K	Hold	45	–	–	﹤0.01%	5036
2025 Q3	$3K	Hold	45	–	–	﹤0.01%	4962
2025 Q2	$2K	Buy	+45	New	+$2.07K	﹤0.01%	4954
2022 Q4	–	Sell	-43	Closed	-$1K	–	4293
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	3810
2022 Q2	$1K	Hold	43	–	–	﹤0.01%	3686
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	3256
2021 Q4	$2K	Buy	+43	New	+$2.22K	﹤0.01%	3208
2021 Q2	$2K	Hold	43	–	–	﹤0.01%	2721
2021 Q1	$2K	Hold	43	–	–	﹤0.01%	2721
2020 Q4	$2K	Hold	43	–	–	﹤0.01%	2720
2020 Q3	$2K	Hold	43	–	–	﹤0.01%	2719
2020 Q2	$2K	Hold	43	–	–	﹤0.01%	2718
2020 Q1	$2K	Hold	43	–	–	﹤0.01%	2718
2019 Q4	$2K	Hold	43	–	–	﹤0.01%	2716
2019 Q3	$2K	Hold	43	–	–	﹤0.01%	2716
2019 Q2	$2K	Hold	43	–	–	﹤0.01%	2715
2019 Q1	$2K	Buy	+43	New	+$1.42K	﹤0.01%	2711

Other funds holding AIVC

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Amplify Bloomberg AI Equal Weight ETF (AIVC) position steady in Q1 2026 at 45 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #5171.

Carson Wealth (CWM LLC) first reported a position in AIVC in Q1 2019 and has held it in 18 quarters since. 13 funds tracked by Wall St. Rank hold AIVC as of Q1 2026.

Carson Wealth (CWM LLC) held 45 shares of Amplify Bloomberg AI Equal Weight ETF worth $3.11K as of Q1 2026.
Carson Wealth (CWM LLC) left its Amplify Bloomberg AI Equal Weight ETF share count unchanged in Q1 2026.
Amplify Bloomberg AI Equal Weight ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5171 holding.
Carson Wealth (CWM LLC) first reported a position in Amplify Bloomberg AI Equal Weight ETF in Q1 2019 and has held it in 18 quarters since.
13 funds tracked by Wall St. Rank held Amplify Bloomberg AI Equal Weight ETF as of Q1 2026.

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