Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.6K Sell
3,630
-2,476
-41% -$62.8K ﹤0.01% 3437
2025
Q4 		$177K Sell
6,106
-619
-9% -$20.6K ﹤0.01% 2663
2025
Q3 		$256K Sell
6,725
-320
-5% -$12.2K ﹤0.01% 2255
2025
Q2 		$252K Buy
7,045
+661
+10% +$21.7K ﹤0.01% 1983
2025
Q1 		$175K Buy
6,384
+1,680
+36% +$52K ﹤0.01% 2013
2024
Q4 		$146K Buy
4,704
+1,737
+59% +$48K ﹤0.01% 2036
2024
Q3 		$63K Hold
2,967
– – ﹤0.01% 2515
2024
Q2 		$59K Buy
+2,967
New +$64.8K ﹤0.01% 2348

Other funds holding ARKB

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
ISS
Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its ARK 21Shares Bitcoin ETF (ARKB) stake by 41% in Q1 2026, selling an estimated $62.8K and leaving 3,630 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Carson Wealth (CWM LLC) first reported a position in ARKB in Q2 2024 and has held it in 8 quarters since. The position peaked at $256K in Q3 2025. 146 funds tracked by Wall St. Rank hold ARKB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,630 shares of ARK 21Shares Bitcoin ETF worth $81.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,476 ARK 21Shares Bitcoin ETF shares in Q1 2026, an estimated $62.8K.
  • ARK 21Shares Bitcoin ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3437 holding.
  • Carson Wealth (CWM LLC) first reported a position in ARK 21Shares Bitcoin ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s ARK 21Shares Bitcoin ETF position peaked at $256K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q1 2026.

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