Carson Wealth (CWM LLC)’s Bitwise Ethereum ETF ETHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16K	Sell	1,069 -1,737	-62%	-$29.8K	﹤0.01%	4547
2025 Q4	$60K	Buy	2,806 +1,754	+167%	+$43.5K	﹤0.01%	3469
2025 Q3	$31K	Buy	1,052 +283	+37%	+$7.96K	﹤0.01%	3871
2025 Q2	$14K	Hold	769	–	–	﹤0.01%	4134
2025 Q1	$10K	Buy	769 +549	+250%	+$10.4K	﹤0.01%	4127
2024 Q4	$5K	Hold	220	–	–	﹤0.01%	4257
2024 Q3	$4K	Buy	+220	New	+$4.19K	﹤0.01%	4226

Other funds holding ETHW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Bitwise Ethereum ETF (ETHW) stake by 62% in Q1 2026, selling an estimated $29.8K and leaving 1,069 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #4547.

Carson Wealth (CWM LLC) first reported a position in ETHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $60K in Q4 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

Carson Wealth (CWM LLC) held 1,069 shares of Bitwise Ethereum ETF worth $16K as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,737 Bitwise Ethereum ETF shares in Q1 2026, an estimated $29.8K.
Bitwise Ethereum ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4547 holding.
Carson Wealth (CWM LLC) first reported a position in Bitwise Ethereum ETF in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Bitwise Ethereum ETF position peaked at $60K in Q4 2025.
97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

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