Carson Wealth (CWM LLC)
BUYW icon

Carson Wealth (CWM LLC)’s Main BuyWrite ETF BUYW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BUYW Stock Details BUYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Buy
1,004,058
+64,348
+7% +$917K 0.04% 435
2025
Q4 		$13.5M Buy
939,710
+57,505
+7% +$818K 0.04% 423
2025
Q3 		$12.5M Buy
882,205
+6,132
+0.7% +$86.9K 0.04% 396
2025
Q2 		$12.3M Buy
876,073
+35,141
+4% +$482K 0.04% 345
2025
Q1 		$11.5M Buy
840,932
+689,324
+455% +$9.61M 0.05% 318
2024
Q4 		$2.11M Buy
151,608
+15,403
+11% +$215K 0.01% 765
2024
Q3 		$1.9M Buy
136,205
+63,793
+88% +$881K 0.01% 728
2024
Q2 		$993K Buy
72,412
+45,924
+173% +$628K ﹤0.01% 891
2024
Q1 		$362K Buy
+26,488
New +$358K ﹤0.01% 1253
2023
Q3 		– Sell
-4
Closed – – 4199
2023
Q2 		$0 Sell
4
-46
-92% -$616 ﹤0.01% 4187
2023
Q1 		$1K Buy
+50
New +$656 ﹤0.01% 3781

Other funds holding BUYW

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Main BuyWrite ETF (BUYW) stake by 6.8% in Q1 2026, buying an estimated $917K and bringing the position to 1,004,058 shares worth $14.1M. The position accounts for 0.04% of the portfolio, ranked #435.

Carson Wealth (CWM LLC) first reported a position in BUYW in Q1 2023 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold BUYW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,004,058 shares of Main BuyWrite ETF worth $14.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 64,348 Main BuyWrite ETF shares in Q1 2026, an estimated $917K.
  • Main BuyWrite ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #435 holding.
  • Carson Wealth (CWM LLC) first reported a position in Main BuyWrite ETF in Q1 2023 and has held it in 11 quarters since.
  • 71 funds tracked by Wall St. Rank held Main BuyWrite ETF as of Q1 2026.

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