Carson Wealth (CWM LLC)
CIX icon

Carson Wealth (CWM LLC)’s Comp X International CIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIX Stock Details CIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54K Buy
66
+1
+2% +$24 ﹤0.01% 5329
2025
Q4 		$2K Sell
65
-9
-12% -$204 ﹤0.01% 5060
2025
Q3 		$2K Sell
74
-5
-6% -$127 ﹤0.01% 4983
2025
Q2 		$2K Buy
79
+11
+16% +$272 ﹤0.01% 4859
2025
Q1 		$1K Sell
68
-22
-24% -$527 ﹤0.01% 4876
2024
Q4 		$2K Buy
90
+22
+32% +$640 ﹤0.01% 4510
2024
Q3 		$2K Buy
68
+29
+74% +$769 ﹤0.01% 4365
2024
Q2 		$1K Buy
+39
New +$1.08K ﹤0.01% 4336

Other funds holding CIX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Carson Wealth (CWM LLC) increased its Comp X International (CIX) stake by 1.5% in Q1 2026, buying an estimated $24 and bringing the position to 66 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5329.

Carson Wealth (CWM LLC) first reported a position in CIX in Q2 2024 and has held it in 8 quarters since. The position peaked at $2K in Q4 2025. 43 funds tracked by Wall St. Rank hold CIX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 66 shares of Comp X International worth $1.54K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Comp X International share in Q1 2026, an estimated $24.
  • Comp X International made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5329 holding.
  • Carson Wealth (CWM LLC) first reported a position in Comp X International in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Comp X International position peaked at $2K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Comp X International as of Q1 2026.

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