Carson Wealth (CWM LLC)
CAN

Carson Wealth (CWM LLC)’s Canaan Creative CAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAN Stock Details CAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52 Hold
120
– – ﹤0.01% 5602
2025
Q4 		$0 Sell
120
-73
-38% -$84 ﹤0.01% 5397
2025
Q3 		$0 Hold
193
– – ﹤0.01% 5289
2025
Q2 		$0 Hold
193
– – ﹤0.01% 5130
2025
Q1 		$0 Hold
193
– – ﹤0.01% 5062
2024
Q4 		$0 Buy
193
+73
+61% +$123 ﹤0.01% 4921
2024
Q3 		$0 Hold
120
– – ﹤0.01% 4851
2024
Q2 		$0 Hold
120
– – ﹤0.01% 4612
2024
Q1 		$0 Hold
120
– – ﹤0.01% 4340
2023
Q4 		$0 Hold
120
– – ﹤0.01% 4158
2023
Q3 		$0 Hold
120
– – ﹤0.01% 4201
2023
Q2 		$0 Hold
120
– – ﹤0.01% 4190
2023
Q1 		$0 Hold
120
– – ﹤0.01% 4069
2022
Q4 		$0 Hold
120
– – ﹤0.01% 3982
2022
Q3 		$0 Hold
120
– – ﹤0.01% 3925
2022
Q2 		$0 Buy
+120
New +$453 ﹤0.01% 3798

Other funds holding CAN

WAM
Weiss Asset Management Boston, Massachusetts $5.43B AUM 42.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GD
Galaxy Digital New York $636M AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $10B AUM 35.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return