Carson Wealth (CWM LLC)
BITB icon

Carson Wealth (CWM LLC)’s Bitwise Bitcoin ETF BITB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Buy
282,917
+4,566
+2% +$189K 0.03% 542
2025
Q4 		$13.2M Buy
278,351
+27,812
+11% +$1.51M 0.04% 424
2025
Q3 		$15.6M Buy
250,539
+37,732
+18% +$2.35M 0.05% 346
2025
Q2 		$12.5M Buy
212,807
+19,635
+10% +$1.05M 0.04% 340
2025
Q1 		$8.67M Buy
193,172
+51,397
+36% +$2.6M 0.03% 380
2024
Q4 		$7.21M Buy
141,775
+119,227
+529% +$5.39M 0.03% 389
2024
Q3 		$780K Buy
22,548
+8,125
+56% +$270K ﹤0.01% 1156
2024
Q2 		$471K Buy
+14,423
New +$516K ﹤0.01% 1215

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bitwise Bitcoin ETF (BITB) stake by 1.6% in Q1 2026, buying an estimated $189K and bringing the position to 282,917 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #542.

Carson Wealth (CWM LLC) first reported a position in BITB in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.6M in Q3 2025. 301 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 282,917 shares of Bitwise Bitcoin ETF worth $10.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,566 Bitwise Bitcoin ETF shares in Q1 2026, an estimated $189K.
  • Bitwise Bitcoin ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #542 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bitwise Bitcoin ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Bitwise Bitcoin ETF position peaked at $15.6M in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

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