Carson Wealth (CWM LLC)
BTCC

Carson Wealth (CWM LLC)’s Grayscale Bitcoin Covered Call ETF BTCC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BTCC Stock Details BTCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9K Hold
765
– – ﹤0.01% 4709
2025
Q4 		$16K Sell
765
-2,601
-77% -$66.3K ﹤0.01% 4316
2025
Q3 		$104K Buy
3,366
+2,847
+549% +$98.2K ﹤0.01% 2965
2025
Q2 		$19K Buy
+519
New +$18.8K ﹤0.01% 3964

Other funds holding BTCC

MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
BFP
Birchwood Financial Partners Bloomington, Minnesota $104M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Grayscale Bitcoin Covered Call ETF (BTCC) position steady in Q1 2026 at 765 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4709.

Carson Wealth (CWM LLC) first reported a position in BTCC in Q2 2025 and has held it in 4 quarters since. The position peaked at $104K in Q3 2025. 11 funds tracked by Wall St. Rank hold BTCC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 765 shares of Grayscale Bitcoin Covered Call ETF worth $11.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Grayscale Bitcoin Covered Call ETF share count unchanged in Q1 2026.
  • Grayscale Bitcoin Covered Call ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4709 holding.
  • Carson Wealth (CWM LLC) first reported a position in Grayscale Bitcoin Covered Call ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Grayscale Bitcoin Covered Call ETF position peaked at $104K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Grayscale Bitcoin Covered Call ETF as of Q1 2026.

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