Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DEEP Stock Details DEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71K Buy
102
+1
+1% +$38 ﹤0.01% 5127
2025
Q4 		$4K Buy
101
+1
+1% +$35 ﹤0.01% 4877
2025
Q3 		$4K Buy
+100
New +$3.51K ﹤0.01% 4800

Other funds holding DEEP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Acquirers Small and Micro Deep Value ETF (DEEP) stake by 0.99% in Q1 2026, buying an estimated $38 and bringing the position to 102 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #5127.

Carson Wealth (CWM LLC) first reported a position in DEEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $4K in Q4 2025. 15 funds tracked by Wall St. Rank hold DEEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 102 shares of Acquirers Small and Micro Deep Value ETF worth $3.71K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Acquirers Small and Micro Deep Value ETF share in Q1 2026, an estimated $38.
  • Acquirers Small and Micro Deep Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5127 holding.
  • Carson Wealth (CWM LLC) first reported a position in Acquirers Small and Micro Deep Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Acquirers Small and Micro Deep Value ETF position peaked at $4K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q1 2026.

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