Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.1K Hold
963
– – ﹤0.01% 3377
2025
Q4 		$88K Hold
963
– – ﹤0.01% 3160
2025
Q3 		$88K Hold
963
– – ﹤0.01% 3083
2025
Q2 		$85K Hold
963
– – ﹤0.01% 2855
2025
Q1 		$81K Hold
963
– – ﹤0.01% 2592
2024
Q4 		$82K Buy
963
+379
+65% +$33.2K ﹤0.01% 2414
2024
Q3 		$50K Hold
584
– – ﹤0.01% 2690
2024
Q2 		$46K Sell
584
-58
-9% -$4.6K ﹤0.01% 2523
2024
Q1 		$52K Sell
642
-64
-9% -$4.92K ﹤0.01% 2267
2023
Q4 		$53K Sell
706
-710
-50% -$49.5K ﹤0.01% 2136
2023
Q3 		$96K Hold
1,416
– – ﹤0.01% 1648
2023
Q2 		$101K Hold
1,416
– – ﹤0.01% 1557
2023
Q1 		$97K Sell
1,416
-750
-35% -$51.8K ﹤0.01% 1505
2022
Q4 		$147K Hold
2,166
– – ﹤0.01% 1214
2022
Q3 		$132K Sell
2,166
-292
-12% -$19.6K ﹤0.01% 1219
2022
Q2 		$158K Sell
2,458
-635
-21% -$43.8K ﹤0.01% 1137
2022
Q1 		$229K Buy
3,093
+1,345
+77% +$98.4K ﹤0.01% 989
2021
Q4 		$136K Buy
+1,748
New +$131K ﹤0.01% 1180
2021
Q2 		$125K Hold
1,748
– – ﹤0.01% 1055
2021
Q1 		$125K Hold
1,748
– – ﹤0.01% 1055
2020
Q4 		$125K Hold
1,748
– – ﹤0.01% 1055
2020
Q3 		$125K Hold
1,748
– – ﹤0.01% 1055
2020
Q2 		$125K Hold
1,748
– – ﹤0.01% 1055
2020
Q1 		$125K Hold
1,748
– – ﹤0.01% 1055
2019
Q4 		$125K Hold
1,748
– – ﹤0.01% 1055
2019
Q3 		$125K Hold
1,748
– – ﹤0.01% 1055
2019
Q2 		$125K Hold
1,748
– – ﹤0.01% 1055
2019
Q1 		$125K Sell
1,748
-2,141
-55% -$104K ﹤0.01% 1055
2018
Q4 		$171K Buy
+3,889
New +$185K ﹤0.01% 630

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VictoryShares US 500 Volatility Wtd ETF (CFA) position steady in Q1 2026 at 963 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

Carson Wealth (CWM LLC) first reported a position in CFA in Q4 2018 and has held it in 29 quarters since. The position peaked at $229K in Q1 2022. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 963 shares of VictoryShares US 500 Volatility Wtd ETF worth $88.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its VictoryShares US 500 Volatility Wtd ETF share count unchanged in Q1 2026.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3377 holding.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s VictoryShares US 500 Volatility Wtd ETF position peaked at $229K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

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