Carson Wealth (CWM LLC)
BMED icon

Carson Wealth (CWM LLC)’s BlackRock Future Health ETF BMED Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BMED Stock Details BMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.84K Hold
340
– – ﹤0.01% 4780
2025
Q4 		$10K Buy
+340
New +$9.93K ﹤0.01% 4529

Other funds holding BMED

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Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its BlackRock Future Health ETF (BMED) position steady in Q1 2026 at 340 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #4780.

Carson Wealth (CWM LLC) first reported a position in BMED in Q4 2025 and has held it in 2 quarters since. The position peaked at $10K in Q4 2025. 6 funds tracked by Wall St. Rank hold BMED as of Q1 2026.

  • Carson Wealth (CWM LLC) held 340 shares of BlackRock Future Health ETF worth $9.84K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its BlackRock Future Health ETF share count unchanged in Q1 2026.
  • BlackRock Future Health ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4780 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock Future Health ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s BlackRock Future Health ETF position peaked at $10K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held BlackRock Future Health ETF as of Q1 2026.

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