Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALAI Stock Details ALAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3K Hold
100
– – ﹤0.01% 5158
2025
Q4 		$4K Hold
100
– – ﹤0.01% 4933
2025
Q3 		$4K Hold
100
– – ﹤0.01% 4864
2025
Q2 		$3K Buy
+100
New +$2.61K ﹤0.01% 4831

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM

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

Carson Wealth (CWM LLC) held its Alger AI Enablers & Adopters ETF (ALAI) position steady in Q1 2026 at 100 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5158.

Carson Wealth (CWM LLC) first reported a position in ALAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $4K in Q4 2025. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of Alger AI Enablers & Adopters ETF worth $3.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Alger AI Enablers & Adopters ETF share count unchanged in Q1 2026.
  • Alger AI Enablers & Adopters ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5158 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alger AI Enablers & Adopters ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Alger AI Enablers & Adopters ETF position peaked at $4K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

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