Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Brandes US Value ETF BUSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUSA Stock Details BUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-226
Closed -$8K – 5391
2025
Q3 		$8K Buy
+226
New +$7.71K ﹤0.01% 4551

Other funds holding BUSA

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $395M AUM 20.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Brandes US Value ETF (BUSA) in Q4 2025, closing a stake of 226 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in BUSA in Q3 2025 and held it in 1 quarter. The position peaked at $8K in Q3 2025. 17 funds tracked by Wall St. Rank hold BUSA as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Brandes US Value ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 226 Brandes US Value ETF shares in Q4 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Brandes US Value ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Brandes US Value ETF position peaked at $8K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q4 2025.

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