Carson Wealth (CWM LLC)
FITE

Carson Wealth (CWM LLC)’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FITE Stock Details FITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.5K Hold
894
– – ﹤0.01% 3484
2025
Q4 		$76K Buy
+894
New +$76.9K ﹤0.01% 3285

Other funds holding FITE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its State Street SPDR S&P Kensho Future Security ETF (FITE) position steady in Q1 2026 at 894 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

Carson Wealth (CWM LLC) first reported a position in FITE in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold FITE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 894 shares of State Street SPDR S&P Kensho Future Security ETF worth $76.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its State Street SPDR S&P Kensho Future Security ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Kensho Future Security ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3484 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q1 2026.

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