Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Consumer Portfolio Services CPSS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06K Buy
266
+59
+29% +$493 ﹤0.01% 5273
2025
Q4 		$2K Buy
207
+21
+11% +$176 ﹤0.01% 5064
2025
Q3 		$1K Buy
186
+22
+13% +$188 ﹤0.01% 5093
2025
Q2 		$2K Sell
164
-7
-4% -$64 ﹤0.01% 4861
2025
Q1 		$1K Buy
171
+10
+6% +$104 ﹤0.01% 4880
2024
Q4 		$2K Buy
161
+22
+16% +$226 ﹤0.01% 4514
2024
Q3 		$1K Buy
139
+10
+8% +$93 ﹤0.01% 4540
2024
Q2 		$1K Buy
129
+10
+8% +$85 ﹤0.01% 4343
2024
Q1 		$1K Buy
119
+1
+0.8% +$9 ﹤0.01% 4102
2023
Q4 		$1K Hold
118
– – ﹤0.01% 3921
2023
Q3 		$1K Hold
118
– – ﹤0.01% 3949
2023
Q2 		$1K Hold
118
– – ﹤0.01% 3934
2023
Q1 		$1K Hold
118
– – ﹤0.01% 3792
2022
Q4 		$1K Buy
+118
New +$846 ﹤0.01% 3713

Other funds holding CPSS

BDCMI
Black Diamond Capital Management I St. Thomas $136M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Consumer Portfolio Services (CPSS) stake by 29% in Q1 2026, buying an estimated $493 and bringing the position to 266 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #5273.

Carson Wealth (CWM LLC) first reported a position in CPSS in Q4 2022 and has held it in 14 quarters since. 61 funds tracked by Wall St. Rank hold CPSS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 266 shares of Consumer Portfolio Services worth $2.06K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 59 Consumer Portfolio Services shares in Q1 2026, an estimated $493.
  • Consumer Portfolio Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5273 holding.
  • Carson Wealth (CWM LLC) first reported a position in Consumer Portfolio Services in Q4 2022 and has held it in 14 quarters since.
  • 61 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q1 2026.

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