Carson Wealth (CWM LLC)
BCTK

Carson Wealth (CWM LLC)’s Baron Technology ETF BCTK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BCTK Stock Details BCTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89K Hold
3,817
– – ﹤0.01% 3374
2025
Q4 		$96K Buy
+3,817
New +$95.8K ﹤0.01% 3101

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Baron Technology ETF (BCTK) position steady in Q1 2026 at 3,817 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

Carson Wealth (CWM LLC) first reported a position in BCTK in Q4 2025 and has held it in 2 quarters since. The position peaked at $96K in Q4 2025. 26 funds tracked by Wall St. Rank hold BCTK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,817 shares of Baron Technology ETF worth $89K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Baron Technology ETF share count unchanged in Q1 2026.
  • Baron Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3374 holding.
  • Carson Wealth (CWM LLC) first reported a position in Baron Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Baron Technology ETF position peaked at $96K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Baron Technology ETF as of Q1 2026.

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