Carson Wealth (CWM LLC)
ESN

Carson Wealth (CWM LLC)’s Essential 40 Stock ETF ESN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESN Stock Details ESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.53M Buy
315,502
+291,937
+1,239% +$5.23M 0.01% 768
2025
Q4 		$404K Buy
23,565
+3,592
+18% +$61.6K ﹤0.01% 2054
2025
Q3 		$341K Buy
+19,973
New +$328K ﹤0.01% 2020

Other funds holding ESN

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAS
Breakthru Advisory Services Muskego, Wisconsin $62.4M AUM 17.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Essential 40 Stock ETF (ESN) stake by 1,239% in Q1 2026, buying an estimated $5.23M and bringing the position to 315,502 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #768.

Carson Wealth (CWM LLC) first reported a position in ESN in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold ESN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 315,502 shares of Essential 40 Stock ETF worth $5.53M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 291,937 Essential 40 Stock ETF shares in Q1 2026, an estimated $5.23M.
  • Essential 40 Stock ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #768 holding.
  • Carson Wealth (CWM LLC) first reported a position in Essential 40 Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Essential 40 Stock ETF as of Q1 2026.

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