Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARKQ Stock Details ARKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.52M Buy
40,161
+15,653
+64% +$1.93M 0.01% 853
2025
Q4 		$2.81M Buy
24,508
+1,048
+4% +$121K 0.01% 1014
2025
Q3 		$2.62M Buy
23,460
+2,285
+11% +$226K 0.01% 978
2025
Q2 		$1.89M Buy
21,175
+264
+1% +$19.9K 0.01% 973
2025
Q1 		$1.39M Buy
20,911
+113
+0.5% +$8.61K 0.01% 982
2024
Q4 		$1.61M Buy
20,798
+7,453
+56% +$518K 0.01% 868
2024
Q3 		$813K Sell
13,345
-2,743
-17% -$154K ﹤0.01% 1140
2024
Q2 		$886K Buy
16,088
+532
+3% +$28.7K ﹤0.01% 953
2024
Q1 		$851K Sell
15,556
-7,294
-32% -$396K ﹤0.01% 926
2023
Q4 		$1.32M Sell
22,850
-8,839
-28% -$464K 0.01% 698
2023
Q3 		$1.66M Buy
31,689
+8,561
+37% +$472K 0.01% 589
2023
Q2 		$1.3M Buy
23,128
+8,535
+58% +$423K 0.01% 619
2023
Q1 		$734K Buy
14,593
+2,818
+24% +$134K 0.01% 763
2022
Q4 		$483K Buy
11,775
+1,551
+15% +$68.3K ﹤0.01% 823
2022
Q3 		$461K Buy
10,224
+1,194
+13% +$63.1K ﹤0.01% 771
2022
Q2 		$452K Buy
9,030
+18
+0.2% +$1.01K ﹤0.01% 767
2022
Q1 		$610K Buy
9,012
+846
+10% +$56.1K ﹤0.01% 672
2021
Q4 		$629K Buy
+8,166
New +$666K ﹤0.01% 673
2021
Q2 		$771K Hold
8,945
– – 0.01% 607
2021
Q1 		$771K Hold
8,945
– – 0.01% 607
2020
Q4 		$771K Hold
8,945
– – 0.01% 607
2020
Q3 		$771K Hold
8,945
– – 0.01% 607
2020
Q2 		$771K Hold
8,945
– – 0.01% 607
2020
Q1 		$771K Hold
8,945
– – 0.01% 607
2019
Q4 		$771K Hold
8,945
– – 0.01% 607
2019
Q3 		$771K Hold
8,945
– – 0.01% 607
2019
Q2 		$771K Hold
8,945
– – 0.01% 607
2019
Q1 		$771K Buy
8,945
+8,350
+1,403% +$277K 0.01% 607
2018
Q4 		$18K Buy
595
+395
+198% +$12.8K ﹤0.01% 1171
2018
Q3 		$7K Buy
+200
New +$7.2K ﹤0.01% 1242

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 64% in Q1 2026, buying an estimated $1.93M and bringing the position to 40,161 shares worth $4.52M. The position accounts for 0.01% of the portfolio, ranked #853.

Carson Wealth (CWM LLC) first reported a position in ARKQ in Q3 2018 and has held it in 30 quarters since. 264 funds tracked by Wall St. Rank hold ARKQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,161 shares of ARK Autonomous Technology & Robotics ETF worth $4.52M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,653 ARK Autonomous Technology & Robotics ETF shares in Q1 2026, an estimated $1.93M.
  • ARK Autonomous Technology & Robotics ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #853 holding.
  • Carson Wealth (CWM LLC) first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2018 and has held it in 30 quarters since.
  • 264 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2026.

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