Carson Wealth (CWM LLC)
BCSM

Carson Wealth (CWM LLC)’s Baron SMID Cap ETF BCSM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BCSM Stock Details BCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.38M Buy
+388,354
New +$9.1M 0.02% 616

Other funds holding BCSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Baron SMID Cap ETF (BCSM) in Q1 2026: 388,354 shares worth $8.38M. The stake represents 0.02% of the portfolio and ranks #616 among its holdings.

6 funds tracked by Wall St. Rank hold BCSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 388,354 shares of Baron SMID Cap ETF worth $8.38M as of Q1 2026.
  • Baron SMID Cap ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Baron SMID Cap ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #616 holding.
  • 6 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q1 2026.

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