Carson Wealth (CWM LLC)
COPY

Carson Wealth (CWM LLC)’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,550
Closed -$31K – 5719
2025
Q3 		$31K Buy
+2,550
New +$30.8K ﹤0.01% 3872

Other funds holding COPY

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COPY Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Tweedy Browne Insider + Value ETF (COPY) in Q4 2025, closing a stake of 2,550 shares — an estimated $31K sold.

Carson Wealth (CWM LLC) first reported a position in COPY in Q3 2025 and held it in 1 quarter. The position peaked at $31K in Q3 2025. 29 funds tracked by Wall St. Rank hold COPY as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Tweedy Browne Insider + Value ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,550 Tweedy Browne Insider + Value ETF shares in Q4 2025, an estimated $31K.
  • Carson Wealth (CWM LLC) first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Tweedy Browne Insider + Value ETF position peaked at $31K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.