Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BKSE Stock Details BKSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-153
Closed -$6K – 5688
2025
Q4 		$6K Buy
+153
New +$5.69K ﹤0.01% 4734

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

Carson Wealth (CWM LLC) sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q1 2026, closing a stake of 153 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in BKSE in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 29 funds tracked by Wall St. Rank hold BKSE as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 153 BNY Mellon US Small Cap Core Equity ETF shares in Q1 2026, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s BNY Mellon US Small Cap Core Equity ETF position peaked at $6K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q1 2026.

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