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

Carson Wealth (CWM LLC)’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.9K Buy
970
+130
+15% +$9.88K ﹤0.01% 3524
2025
Q4 		$62K Buy
840
+48
+6% +$3.52K ﹤0.01% 3431
2025
Q3 		$58K Sell
792
-4
-0.5% -$290 ﹤0.01% 3405
2025
Q2 		$57K Buy
796
+2
+0.3% +$136 ﹤0.01% 3168
2025
Q1 		$54K Buy
794
+3
+0.4% +$210 ﹤0.01% 2912
2024
Q4 		$55K Buy
791
+2
+0.3% +$142 ﹤0.01% 2727
2024
Q3 		$55K Buy
789
+2
+0.3% +$133 ﹤0.01% 2613
2024
Q2 		$51K Buy
787
+2
+0.3% +$128 ﹤0.01% 2462
2024
Q1 		$52K Sell
785
-344
-30% -$21.5K ﹤0.01% 2268
2023
Q4 		$69K Sell
1,129
-87
-7% -$5.08K ﹤0.01% 1981
2023
Q3 		$72K Buy
1,216
+6
+0.5% +$369 ﹤0.01% 1846
2023
Q2 		$75K Buy
1,210
+4
+0.3% +$246 ﹤0.01% 1719
2023
Q1 		$75K Buy
1,206
+3
+0.2% +$189 ﹤0.01% 1640
2022
Q4 		$77K Buy
1,203
+32
+3% +$2.11K ﹤0.01% 1501
2022
Q3 		$75K Hold
1,171
– – ﹤0.01% 1467
2022
Q2 		$75K Hold
1,171
– – ﹤0.01% 1436
2022
Q1 		$87K Buy
1,171
+988
+540% +$72.3K ﹤0.01% 1378
2021
Q4 		$14K Buy
+183
New +$13.7K ﹤0.01% 2161
2021
Q2 		$8K Hold
108
– – ﹤0.01% 2174
2021
Q1 		$8K Hold
108
– – ﹤0.01% 2174
2020
Q4 		$8K Hold
108
– – ﹤0.01% 2174
2020
Q3 		$8K Hold
108
– – ﹤0.01% 2174
2020
Q2 		$8K Hold
108
– – ﹤0.01% 2174
2020
Q1 		$8K Hold
108
– – ﹤0.01% 2174
2019
Q4 		$8K Hold
108
– – ﹤0.01% 2174
2019
Q3 		$8K Hold
108
– – ﹤0.01% 2174
2019
Q2 		$8K Hold
108
– – ﹤0.01% 2174
2019
Q1 		$8K Sell
108
-292
-73% -$13.3K ﹤0.01% 2174
2018
Q4 		$18K Buy
+400
New +$19K ﹤0.01% 1173

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 15% in Q1 2026, buying an estimated $9.88K and bringing the position to 970 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

Carson Wealth (CWM LLC) first reported a position in CFO in Q4 2018 and has held it in 29 quarters since. The position peaked at $87K in Q1 2022. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 970 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $71.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 130 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $9.88K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3524 holding.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $87K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

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