Carson Wealth (CWM LLC)
EMPB

Carson Wealth (CWM LLC)’s Efficient Market Portfolio Plus ETF EMPB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EMPB Stock Details EMPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Buy
5,208
+270
+5% +$7.86K ﹤0.01% 2949
2025
Q4 		$142K Buy
4,938
+1,873
+61% +$54.7K ﹤0.01% 2826
2025
Q3 		$90K Buy
3,065
+1,065
+53% +$30.9K ﹤0.01% 3071
2025
Q2 		$57K Hold
2,000
– – ﹤0.01% 3180
2025
Q1 		$51K Buy
+2,000
New +$51.5K ﹤0.01% 2983

Other funds holding EMPB

RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Efficient Market Portfolio Plus ETF (EMPB) stake by 5.5% in Q1 2026, buying an estimated $7.86K and bringing the position to 5,208 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Carson Wealth (CWM LLC) first reported a position in EMPB in Q1 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold EMPB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,208 shares of Efficient Market Portfolio Plus ETF worth $152K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 270 Efficient Market Portfolio Plus ETF shares in Q1 2026, an estimated $7.86K.
  • Efficient Market Portfolio Plus ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2949 holding.
  • Carson Wealth (CWM LLC) first reported a position in Efficient Market Portfolio Plus ETF in Q1 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held Efficient Market Portfolio Plus ETF as of Q1 2026.

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