Carson Wealth (CWM LLC)
BRKU

Carson Wealth (CWM LLC)’s Direxion Daily BRKB Bull 2X ETF BRKU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRKU Stock Details BRKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.79K Hold
174
– – ﹤0.01% 5120
2025
Q4 		$4K Hold
174
– – ﹤0.01% 4939
2025
Q3 		$4K Buy
+174
New +$4.27K ﹤0.01% 4869

Other funds holding BRKU

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Direxion Daily BRKB Bull 2X ETF (BRKU) position steady in Q1 2026 at 174 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #5120.

Carson Wealth (CWM LLC) first reported a position in BRKU in Q3 2025 and has held it in 3 quarters since. The position peaked at $4K in Q4 2025. 5 funds tracked by Wall St. Rank hold BRKU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 174 shares of Direxion Daily BRKB Bull 2X ETF worth $3.79K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Direxion Daily BRKB Bull 2X ETF share count unchanged in Q1 2026.
  • Direxion Daily BRKB Bull 2X ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5120 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily BRKB Bull 2X ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Direxion Daily BRKB Bull 2X ETF position peaked at $4K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Direxion Daily BRKB Bull 2X ETF as of Q1 2026.

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