Carson Wealth (CWM LLC)
DXUV icon

Carson Wealth (CWM LLC)’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DXUV Stock Details DXUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$1K – 5830
2025
Q4 		$1K Buy
+10
New +$589 ﹤0.01% 5323

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BWS
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BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $173M AUM 19.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of U.S. Vector Equity Portfolio ETF Class Shares (DXUV) in Q1 2026, closing a stake of 10 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in DXUV in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 53 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining U.S. Vector Equity Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 U.S. Vector Equity Portfolio ETF Class Shares shares in Q1 2026, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s U.S. Vector Equity Portfolio ETF Class Shares position peaked at $1K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q1 2026.

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