Carson Wealth (CWM LLC)
AMIX

Carson Wealth (CWM LLC)’s Autonomix Medical AMIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMIX Stock Details AMIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed – – 5689
2025
Q3 		$0 Hold
9
– – ﹤0.01% 5591
2025
Q2 		$0 Buy
+9
New +$322 ﹤0.01% 5342
2024
Q4 		– Sell
-2
Closed -$1K – 5206
2024
Q3 		$1K Buy
+2
New +$672 ﹤0.01% 4751

Other funds holding AMIX

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMIX Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Autonomix Medical (AMIX) in Q4 2025, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in AMIX in Q3 2024 and held it in 3 quarters. The position peaked at $1K in Q3 2024. 11 funds tracked by Wall St. Rank hold AMIX as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Autonomix Medical position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9 Autonomix Medical shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in Autonomix Medical in Q3 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Autonomix Medical position peaked at $1K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Autonomix Medical as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.