Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s 2x Bitcoin ETF BITX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BITX Stock Details BITX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$3K – 5684
2025
Q4 		$3K Hold
100
– – ﹤0.01% 4949
2025
Q3 		$6K Sell
100
-154
-61% -$9.01K ﹤0.01% 4659
2025
Q2 		$14K Hold
254
– – ﹤0.01% 4102
2025
Q1 		$9K Buy
+254
New +$12.5K ﹤0.01% 4140

Other funds holding BITX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CCP
Cane Capital Partners Saint Francisville, Louisiana $229M AUM

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

Carson Wealth (CWM LLC) sold out of 2x Bitcoin ETF (BITX) in Q1 2026, closing a stake of 100 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in BITX in Q1 2025 and held it in 4 quarters. The position peaked at $14K in Q2 2025. 35 funds tracked by Wall St. Rank hold BITX as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining 2x Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 2x Bitcoin ETF shares in Q1 2026, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in 2x Bitcoin ETF in Q1 2025 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s 2x Bitcoin ETF position peaked at $14K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held 2x Bitcoin ETF as of Q1 2026.

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