Carson Wealth (CWM LLC)
BBLU icon

Carson Wealth (CWM LLC)’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBLU Stock Details BBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,000
Closed -$51K – 5115
2025
Q1 		$51K Sell
4,000
-2,631
-40% -$34.7K ﹤0.01% 2969
2024
Q4 		$87K Buy
6,631
+4,253
+179% +$55.7K ﹤0.01% 2379
2024
Q3 		$30K Hold
2,378
– – ﹤0.01% 3085
2024
Q2 		$29K Hold
2,378
– – ﹤0.01% 2851
2024
Q1 		$28K Buy
+2,378
New +$26.2K ﹤0.01% 2663
2023
Q1 		– Sell
-2,247
Closed -$18K – 4043
2022
Q4 		$18K Buy
+2,247
New +$23.8K ﹤0.01% 2435

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Commonwealth Equity Services
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AF
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBLU Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q2 2025, closing a stake of 4,000 shares — an estimated $51K sold.

Carson Wealth (CWM LLC) first reported a position in BBLU in Q4 2022 and held it in 6 quarters. The position peaked at $87K in Q4 2024. 58 funds tracked by Wall St. Rank hold BBLU as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining EA Bridgeway Blue Chip ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,000 EA Bridgeway Blue Chip ETF shares in Q2 2025, an estimated $51K.
  • Carson Wealth (CWM LLC) first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s EA Bridgeway Blue Chip ETF position peaked at $87K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.