Carson Wealth (CWM LLC)’s REX Crypto Equity Premium Income ETF CEPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CEPI Stock Details CEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$174	Buy	+6	New	+$194	﹤0.01%	5545

Other funds holding CEPI

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in REX Crypto Equity Premium Income ETF (CEPI) in Q1 2026: 6 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #5545 among its holdings.

12 funds tracked by Wall St. Rank hold CEPI as of Q1 2026.

Carson Wealth (CWM LLC) held 6 shares of REX Crypto Equity Premium Income ETF worth $174 as of Q1 2026.
REX Crypto Equity Premium Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
REX Crypto Equity Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5545 holding.
12 funds tracked by Wall St. Rank held REX Crypto Equity Premium Income ETF as of Q1 2026.

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