Carson Wealth (CWM LLC)’s ProShares Ultra Bloomberg Natural Gas BOIL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOIL Stock Details BOIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9	Closed	-$1K	–	5276
2025 Q2	$1K	Hold	9	–	–	﹤0.01%	4975
2025 Q1	$1K	Hold	9	–	–	﹤0.01%	4870
2024 Q4	$1K	Hold	9	–	–	﹤0.01%	4668
2024 Q3	$1K	Hold	9	–	–	﹤0.01%	4529
2024 Q2	$1K	Hold	9	–	–	﹤0.01%	4323
2024 Q1	$1K	Hold	9	–	–	﹤0.01%	4084
2023 Q4	$2K	Hold	9	–	–	﹤0.01%	3781
2023 Q3	$5K	Sell	9 -35	-80%	-$21.3K	﹤0.01%	3425
2023 Q2	$30K	Buy	44 +43	+4,300%	+$26.9K	﹤0.01%	2365
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	3777
2022 Q4	$5K	Buy	+1	New	+$7.8K	﹤0.01%	3141

Other funds holding BOIL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

CIA

Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BOIL Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of ProShares Ultra Bloomberg Natural Gas (BOIL) in Q3 2025, closing a stake of 9 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in BOIL in Q4 2022 and held it in 11 quarters. The position peaked at $30K in Q2 2023. 31 funds tracked by Wall St. Rank hold BOIL as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining ProShares Ultra Bloomberg Natural Gas position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 9 ProShares Ultra Bloomberg Natural Gas shares in Q3 2025, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in ProShares Ultra Bloomberg Natural Gas in Q4 2022 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s ProShares Ultra Bloomberg Natural Gas position peaked at $30K in Q2 2023.
31 funds tracked by Wall St. Rank held ProShares Ultra Bloomberg Natural Gas as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.