Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-103
Closed -$3K – 5388
2025
Q3 		$3K Buy
+103
New +$3.35K ﹤0.01% 4879

Other funds holding BSMC

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSMC Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Brandes US Small-Mid Cap Value ETF (BSMC) in Q4 2025, closing a stake of 103 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in BSMC in Q3 2025 and held it in 1 quarter. The position peaked at $3K in Q3 2025. 12 funds tracked by Wall St. Rank hold BSMC as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Brandes US Small-Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 103 Brandes US Small-Mid Cap Value ETF shares in Q4 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Brandes US Small-Mid Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Brandes US Small-Mid Cap Value ETF position peaked at $3K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.