Carson Wealth (CWM LLC)
APVO icon

Carson Wealth (CWM LLC)’s Aptevo Therapeutics APVO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio APVO Stock Details APVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21 Sell
5
-1
-17% -$7 ﹤0.01% 5629
2025
Q4 		$0 Buy
+6
New +$143 ﹤0.01% 5358

Other funds holding APVO

GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Aptevo Therapeutics (APVO) stake by 17% in Q1 2026, selling an estimated $7 and leaving 5 shares worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #5629.

Carson Wealth (CWM LLC) first reported a position in APVO in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold APVO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5 shares of Aptevo Therapeutics worth $21 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 Aptevo Therapeutics share in Q1 2026, an estimated $7.
  • Aptevo Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5629 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aptevo Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Aptevo Therapeutics as of Q1 2026.

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