Carson Wealth (CWM LLC)
ARR

Carson Wealth (CWM LLC)’s Armour Residential REIT ARR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$508K Sell
30,460
-543
-2% -$9.6K ﹤0.01% 2008
2025
Q4 		$548K Buy
31,003
+21,844
+238% +$362K ﹤0.01% 1863
2025
Q3 		$137K Buy
9,159
+2,730
+42% +$42.8K ﹤0.01% 2732
2025
Q2 		$108K Buy
6,429
+3,587
+126% +$57.6K ﹤0.01% 2640
2025
Q1 		$49K Sell
2,842
-235
-8% -$4.38K ﹤0.01% 3008
2024
Q4 		$58K Buy
3,077
+65
+2% +$1.25K ﹤0.01% 2684
2024
Q3 		$61K Buy
3,012
+91
+3% +$1.85K ﹤0.01% 2544
2024
Q2 		$57K Buy
2,921
+193
+7% +$3.67K ﹤0.01% 2381
2024
Q1 		$54K Buy
2,728
+31
+1% +$596 ﹤0.01% 2237
2023
Q4 		$52K Buy
2,697
+1,336
+98% +$23.6K ﹤0.01% 2148
2023
Q3 		$29K Buy
1,361
+152
+13% +$3.74K ﹤0.01% 2422
2023
Q2 		$32K Sell
1,209
-13
-1% -$331 ﹤0.01% 2308
2023
Q1 		$32K Sell
1,222
-102
-8% -$2.88K ﹤0.01% 2174
2022
Q4 		$37K Buy
1,324
+784
+145% +$21.4K ﹤0.01% 1926
2022
Q3 		$13K Buy
540
+443
+457% +$15.5K ﹤0.01% 2498
2022
Q2 		$3K Sell
97
-298
-75% -$11K ﹤0.01% 3159
2022
Q1 		$17K Buy
+395
New +$17.6K ﹤0.01% 2162
2018
Q3 		– Sell
-17
Closed -$2K – 1835
2018
Q2 		$2K Buy
+17
New +$1.95K ﹤0.01% 1347

Other funds holding ARR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Armour Residential REIT (ARR) stake by 1.8% in Q1 2026, selling an estimated $9.6K and leaving 30,460 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Carson Wealth (CWM LLC) first reported a position in ARR in Q2 2018 and has held it in 18 quarters since. The position peaked at $548K in Q4 2025. 225 funds tracked by Wall St. Rank hold ARR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,460 shares of Armour Residential REIT worth $508K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 543 Armour Residential REIT shares in Q1 2026, an estimated $9.6K.
  • Armour Residential REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2008 holding.
  • Carson Wealth (CWM LLC) first reported a position in Armour Residential REIT in Q2 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Armour Residential REIT position peaked at $548K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Armour Residential REIT as of Q1 2026.

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