Carson Wealth (CWM LLC)
ELVR

Carson Wealth (CWM LLC)’s Elevra Lithium Ltd ELVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ELVR Stock Details ELVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30
Closed -$2K – 5849
2025
Q4 		$2K Sell
30
-6
-17% -$206 ﹤0.01% 5160
2025
Q3 		$1K Buy
+36
New +$749 ﹤0.01% 5229

Other funds holding ELVR

Legal & General Group
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Elevra Lithium Ltd (ELVR) in Q1 2026, closing a stake of 30 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ELVR in Q3 2025 and held it in 2 quarters. The position peaked at $2K in Q4 2025. 73 funds tracked by Wall St. Rank hold ELVR as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Elevra Lithium Ltd position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Elevra Lithium Ltd shares in Q1 2026, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Elevra Lithium Ltd in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Elevra Lithium Ltd position peaked at $2K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Elevra Lithium Ltd as of Q1 2026.

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