Carson Wealth (CWM LLC)’s Dana Limited Volatility ETF DANA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DANA Stock Details DANA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$713K	Buy	+28,329	New	+$717K	﹤0.01%	1775

Other funds holding DANA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Dana Limited Volatility ETF (DANA) in Q1 2026: 28,329 shares worth $713K. The stake represents ﹤0.01% of the portfolio and ranks #1775 among its holdings.

3 funds tracked by Wall St. Rank hold DANA as of Q1 2026.

Carson Wealth (CWM LLC) held 28,329 shares of Dana Limited Volatility ETF worth $713K as of Q1 2026.
Dana Limited Volatility ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Dana Limited Volatility ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1775 holding.
3 funds tracked by Wall St. Rank held Dana Limited Volatility ETF as of Q1 2026.

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