Carson Wealth (CWM LLC)
EUAD

Carson Wealth (CWM LLC)’s Select STOXX Europe Aerospace & Defense ETF EUAD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EUAD Stock Details EUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.7K Buy
705
+179
+34% +$8.07K ﹤0.01% 4192
2025
Q4 		$22K Buy
526
+226
+75% +$9.74K ﹤0.01% 4133
2025
Q3 		$14K Buy
+300
New +$12.9K ﹤0.01% 4332

Other funds holding EUAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
AAM
Alphadyne Asset Management New York $10.5B AUM 37.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Select STOXX Europe Aerospace & Defense ETF (EUAD) stake by 34% in Q1 2026, buying an estimated $8.07K and bringing the position to 705 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4192.

Carson Wealth (CWM LLC) first reported a position in EUAD in Q3 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold EUAD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 705 shares of Select STOXX Europe Aerospace & Defense ETF worth $28.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 179 Select STOXX Europe Aerospace & Defense ETF shares in Q1 2026, an estimated $8.07K.
  • Select STOXX Europe Aerospace & Defense ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4192 holding.
  • Carson Wealth (CWM LLC) first reported a position in Select STOXX Europe Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Select STOXX Europe Aerospace & Defense ETF as of Q1 2026.

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