Carson Wealth (CWM LLC)
DJTWW

Carson Wealth (CWM LLC)’s Trump Media & Technology Group Warrants DJTWW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DJTWW Stock Details DJTWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.52K Buy
510
+10
+2% +$61 ﹤0.01% 5219
2025
Q4 		$4K Hold
500
– – ﹤0.01% 4932
2025
Q3 		$4K Hold
500
– – ﹤0.01% 4863
2025
Q2 		$6K Hold
500
– – ﹤0.01% 4575
2025
Q1 		$6K Hold
500
– – ﹤0.01% 4413
2024
Q4 		$12K Hold
500
– – ﹤0.01% 3788
2024
Q3 		$5K Hold
500
– – ﹤0.01% 4150
2024
Q2 		$11K Hold
500
– – ﹤0.01% 3515
2024
Q1 		$14K Hold
500
– – ﹤0.01% 3156
2023
Q4 		$3K Hold
500
– – ﹤0.01% 3757
2023
Q3 		$2K Hold
500
– – ﹤0.01% 3877
2023
Q2 		$1K Buy
+500
New +$1.41K ﹤0.01% 4104

Other funds holding DJTWW

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Trump Media & Technology Group Warrants (DJTWW) stake by 2% in Q1 2026, buying an estimated $61 and bringing the position to 510 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #5219.

Carson Wealth (CWM LLC) first reported a position in DJTWW in Q2 2023 and has held it in 12 quarters since. The position peaked at $14K in Q1 2024. 27 funds tracked by Wall St. Rank hold DJTWW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 510 shares of Trump Media & Technology Group Warrants worth $2.52K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 Trump Media & Technology Group Warrants shares in Q1 2026, an estimated $61.
  • Trump Media & Technology Group Warrants made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5219 holding.
  • Carson Wealth (CWM LLC) first reported a position in Trump Media & Technology Group Warrants in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Trump Media & Technology Group Warrants position peaked at $14K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Trump Media & Technology Group Warrants as of Q1 2026.

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