Carson Wealth (CWM LLC)
BKKT icon

Carson Wealth (CWM LLC)’s Bakkt Inc BKKT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.6K Buy
+8,235
New +$97.5K ﹤0.01% 3666
2024
Q3 		– Sell
-262
Closed -$5K – 4834
2024
Q2 		$5K Buy
+262
New +$3.53K ﹤0.01% 3842

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WAM
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VCM
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Geode Capital Management
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LP
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Renaissance Technologies
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Citadel Advisors
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HKAM
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Carson Wealth (CWM LLC)'s BKKT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Bakkt Inc (BKKT) in Q1 2026: 8,235 shares worth $60.6K. The stake represents ﹤0.01% of the portfolio and ranks #3666 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in BKKT as recently as Q2 2024.

Carson Wealth (CWM LLC) first reported a position in BKKT in Q2 2024 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BKKT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,235 shares of Bakkt Inc worth $60.6K as of Q1 2026.
  • Bakkt Inc was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Bakkt Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3666 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bakkt Inc in Q2 2024 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Bakkt Inc as of Q1 2026.

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