Carson Wealth (CWM LLC)
BTBT icon

Carson Wealth (CWM LLC)’s Bit Digital BTBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.9K Buy
43,417
+40,035
+1,184% +$73.5K ﹤0.01% 3717
2025
Q4 		$6K Buy
3,382
+3,223
+2,027% +$9.32K ﹤0.01% 4736
2025
Q3 		$0 Sell
159
-25
-14% -$76 ﹤0.01% 5283
2025
Q2 		$0 Sell
184
-11,532
-98% -$25.5K ﹤0.01% 5126
2025
Q1 		$24K Buy
11,716
+10,695
+1,048% +$30.8K ﹤0.01% 3529
2024
Q4 		$3K Buy
1,021
+17
+2% +$67 ﹤0.01% 4384
2024
Q3 		$4K Buy
1,004
+759
+310% +$2.52K ﹤0.01% 4162
2024
Q2 		$1K Buy
+245
New +$599 ﹤0.01% 4326

Other funds holding BTBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Bit Digital (BTBT) stake by 1,184% in Q1 2026, buying an estimated $73.5K and bringing the position to 43,417 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3717.

Carson Wealth (CWM LLC) first reported a position in BTBT in Q2 2024 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold BTBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 43,417 shares of Bit Digital worth $56.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 40,035 Bit Digital shares in Q1 2026, an estimated $73.5K.
  • Bit Digital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3717 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bit Digital in Q2 2024 and has held it in 8 quarters since.
  • 205 funds tracked by Wall St. Rank held Bit Digital as of Q1 2026.

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