Carson Wealth (CWM LLC)
COPJ icon

Carson Wealth (CWM LLC)’s Sprott Junior Copper Miners ETF COPJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio COPJ Stock Details COPJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.77K Hold
225
– – ﹤0.01% 4824
2025
Q4 		$9K Buy
+225
New +$8.22K ﹤0.01% 4589

Other funds holding COPJ

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Sprott Junior Copper Miners ETF (COPJ) position steady in Q1 2026 at 225 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4824.

Carson Wealth (CWM LLC) first reported a position in COPJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $9K in Q4 2025. 32 funds tracked by Wall St. Rank hold COPJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 225 shares of Sprott Junior Copper Miners ETF worth $8.77K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Sprott Junior Copper Miners ETF share count unchanged in Q1 2026.
  • Sprott Junior Copper Miners ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4824 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sprott Junior Copper Miners ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Sprott Junior Copper Miners ETF position peaked at $9K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Sprott Junior Copper Miners ETF as of Q1 2026.

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