Carson Wealth (CWM LLC)
FLRG icon

Carson Wealth (CWM LLC)’s Fidelity US Multifactor ETF FLRG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.2K Hold
495
– – ﹤0.01% 4471
2025
Q4 		$19K Hold
495
– – ﹤0.01% 4199
2025
Q3 		$19K Buy
+495
New +$18.3K ﹤0.01% 4150

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Fidelity US Multifactor ETF (FLRG) position steady in Q1 2026 at 495 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4471.

Carson Wealth (CWM LLC) first reported a position in FLRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $19K in Q4 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 495 shares of Fidelity US Multifactor ETF worth $18.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Fidelity US Multifactor ETF share count unchanged in Q1 2026.
  • Fidelity US Multifactor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4471 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity US Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity US Multifactor ETF position peaked at $19K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

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