Carson Wealth (CWM LLC)
BDYN

Carson Wealth (CWM LLC)’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.1K Hold
704
– – ﹤0.01% 4513
2025
Q4 		$18K Buy
+704
New +$18K ﹤0.01% 4246

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q1 2026 at 704 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4513.

Carson Wealth (CWM LLC) first reported a position in BDYN in Q4 2025 and has held it in 2 quarters since. The position peaked at $18K in Q4 2025. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 704 shares of iShares Dynamic Equity Active ETF worth $17.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its iShares Dynamic Equity Active ETF share count unchanged in Q1 2026.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4513 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Dynamic Equity Active ETF position peaked at $18K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

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