Carson Wealth (CWM LLC)’s VanEck Energy Income ETF EINC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.7K	Hold	388	–	–	﹤0.01%	3884
2025 Q4	$37K	Hold	388	–	–	﹤0.01%	3813
2025 Q3	$38K	Hold	388	–	–	﹤0.01%	3734
2025 Q2	$38K	Sell	388 -106	-21%	-$10.1K	﹤0.01%	3472
2025 Q1	$49K	Hold	494	–	–	﹤0.01%	3012
2024 Q4	$46K	Hold	494	–	–	﹤0.01%	2864
2024 Q3	$42K	Sell	494 -106	-18%	-$8.71K	﹤0.01%	2817
2024 Q2	$48K	Buy	600 +212	+55%	+$16.2K	﹤0.01%	2501
2024 Q1	$30K	Hold	388	–	–	﹤0.01%	2636
2023 Q4	$27K	Buy	+388	New	+$25.8K	﹤0.01%	2574

Other funds holding EINC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Ascent Advisors Mankato, Minnesota $54.4M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VanEck Energy Income ETF (EINC) position steady in Q1 2026 at 388 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3884.

Carson Wealth (CWM LLC) first reported a position in EINC in Q4 2023 and has held it in 10 quarters since. The position peaked at $49K in Q1 2025. 34 funds tracked by Wall St. Rank hold EINC as of Q1 2026.

Carson Wealth (CWM LLC) held 388 shares of VanEck Energy Income ETF worth $45.7K as of Q1 2026.
Carson Wealth (CWM LLC) left its VanEck Energy Income ETF share count unchanged in Q1 2026.
VanEck Energy Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3884 holding.
Carson Wealth (CWM LLC) first reported a position in VanEck Energy Income ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s VanEck Energy Income ETF position peaked at $49K in Q1 2025.
34 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2026.

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