Carson Wealth (CWM LLC)’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$175K	Buy	5,013 +56	+1%	+$2K	﹤0.01%	2838
2025 Q4	$172K	Buy	4,957 +4,204	+558%	+$143K	﹤0.01%	2691
2025 Q3	$25K	Hold	753	–	–	﹤0.01%	3980
2025 Q2	$24K	Hold	753	–	–	﹤0.01%	3796
2025 Q1	$23K	Hold	753	–	–	﹤0.01%	3563
2024 Q4	$23K	Hold	753	–	–	﹤0.01%	3341
2024 Q3	$23K	Buy	+753	New	+$22.4K	﹤0.01%	3268
2024 Q2	–	Sell	-1,765	Closed	-$52K	–	4691
2024 Q1	$52K	Buy	+1,765	New	+$48.7K	﹤0.01%	2270

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 1.1% in Q1 2026, buying an estimated $2K and bringing the position to 5,013 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Carson Wealth (CWM LLC) first reported a position in FELV in Q1 2024 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold FELV as of Q1 2026.

Carson Wealth (CWM LLC) held 5,013 shares of Fidelity Enhanced Large Cap Value ETF worth $175K as of Q1 2026.
Carson Wealth (CWM LLC) bought 56 Fidelity Enhanced Large Cap Value ETF shares in Q1 2026, an estimated $2K.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2838 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
163 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2026.

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