Carson Wealth (CWM LLC)
CRPT icon

Carson Wealth (CWM LLC)’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRPT Stock Details CRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.8K Sell
4,021
-629
-14% -$8.88K ﹤0.01% 3868
2025
Q4 		$70K Buy
4,650
+1,885
+68% +$35.8K ﹤0.01% 3355
2025
Q3 		$62K Buy
2,765
+1,294
+88% +$28.9K ﹤0.01% 3344
2025
Q2 		$34K Hold
1,471
– – ﹤0.01% 3548
2025
Q1 		$18K Hold
1,471
– – ﹤0.01% 3743
2024
Q4 		$25K Hold
1,471
– – ﹤0.01% 3280
2024
Q3 		$18K Hold
1,471
– – ﹤0.01% 3421
2024
Q2 		$20K Hold
1,471
– – ﹤0.01% 3106
2024
Q1 		$21K Sell
1,471
-1,200
-45% -$12.3K ﹤0.01% 2861
2023
Q4 		$26K Hold
2,671
– – ﹤0.01% 2592
2023
Q3 		$13K Buy
2,671
+800
+43% +$5.03K ﹤0.01% 2966
2023
Q2 		$11K Hold
1,871
– – ﹤0.01% 3005
2023
Q1 		$9K Buy
1,871
+200
+12% +$883 ﹤0.01% 2996
2022
Q4 		$5K Hold
1,671
– – ﹤0.01% 3150
2022
Q3 		$9K Hold
1,671
– – ﹤0.01% 2737
2022
Q2 		$8K Buy
+1,671
New +$13.9K ﹤0.01% 2691
2022
Q1 		– Sell
-1,716
Closed -$29K – 3567
2021
Q4 		$29K Buy
+1,716
New +$36.5K ﹤0.01% 1790

Other funds holding CRPT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT) stake by 14% in Q1 2026, selling an estimated $8.88K and leaving 4,021 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

Carson Wealth (CWM LLC) first reported a position in CRPT in Q4 2021 and has held it in 17 quarters since. The position peaked at $70K in Q4 2025. 69 funds tracked by Wall St. Rank hold CRPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,021 shares of First Trust SkyBridge Crypto Industry and Digital Economy ETF worth $46.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 629 First Trust SkyBridge Crypto Industry and Digital Economy ETF shares in Q1 2026, an estimated $8.88K.
  • First Trust SkyBridge Crypto Industry and Digital Economy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3868 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust SkyBridge Crypto Industry and Digital Economy ETF in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust SkyBridge Crypto Industry and Digital Economy ETF position peaked at $70K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held First Trust SkyBridge Crypto Industry and Digital Economy ETF as of Q1 2026.

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