Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ASP Isotopes ASPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ASPI Stock Details ASPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.49K Buy
1,694
+773
+84% +$4.57K ﹤0.01% 4894
2025
Q4 		$5K Buy
921
+772
+518% +$6.14K ﹤0.01% 4792
2025
Q3 		$1K Buy
149
+4
+3% +$37 ﹤0.01% 5076
2025
Q2 		$1K Buy
145
+29
+25% +$194 ﹤0.01% 4965
2025
Q1 		$1K Buy
116
+37
+47% +$185 ﹤0.01% 4862
2024
Q4 		$0 Buy
79
+23
+41% +$122 ﹤0.01% 4895
2024
Q3 		$0 Sell
56
-249
-82% -$662 ﹤0.01% 4809
2024
Q2 		$1K Buy
+305
New +$1.18K ﹤0.01% 4304

Other funds holding ASPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Rovida Investment Management Grand Cayman, Cayman Islands $1.47B AUM 142.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ASP Isotopes (ASPI) stake by 84% in Q1 2026, buying an estimated $4.57K and bringing the position to 1,694 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #4894.

Carson Wealth (CWM LLC) first reported a position in ASPI in Q2 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold ASPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,694 shares of ASP Isotopes worth $7.49K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 773 ASP Isotopes shares in Q1 2026, an estimated $4.57K.
  • ASP Isotopes made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4894 holding.
  • Carson Wealth (CWM LLC) first reported a position in ASP Isotopes in Q2 2024 and has held it in 8 quarters since.
  • 177 funds tracked by Wall St. Rank held ASP Isotopes as of Q1 2026.

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