Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares Ultra Bitcoin ETF BITU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BITU Stock Details BITU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.8K Buy
1,699
+1,074
+172% +$17.4K ﹤0.01% 4426
2025
Q4 		$14K Sell
625
-131
-17% -$5.1K ﹤0.01% 4395
2025
Q3 		$40K Buy
756
+702
+1,300% +$39.2K ﹤0.01% 3713
2025
Q2 		$3K Hold
54
– – ﹤0.01% 4830
2025
Q1 		$2K Hold
54
– – ﹤0.01% 4841
2024
Q4 		$3K Buy
+54
New +$2.31K ﹤0.01% 4478

Other funds holding BITU

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
UA
USCF Advisers Walnut Creek, California $99.9K AUM 52.97% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its ProShares Ultra Bitcoin ETF (BITU) stake by 172% in Q1 2026, buying an estimated $17.4K and bringing the position to 1,699 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4426.

Carson Wealth (CWM LLC) first reported a position in BITU in Q4 2024 and has held it in 6 quarters since. The position peaked at $40K in Q3 2025. 32 funds tracked by Wall St. Rank hold BITU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,699 shares of ProShares Ultra Bitcoin ETF worth $19.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,074 ProShares Ultra Bitcoin ETF shares in Q1 2026, an estimated $17.4K.
  • ProShares Ultra Bitcoin ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4426 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s ProShares Ultra Bitcoin ETF position peaked at $40K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held ProShares Ultra Bitcoin ETF as of Q1 2026.

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