Carson Wealth (CWM LLC)
FLYX icon

Carson Wealth (CWM LLC)’s flyExclusive FLYX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLYX Stock Details FLYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.48K Buy
2,424
+2,410
+17,214% +$6.96K ﹤0.01% 4990
2025
Q4 		$0 Buy
+14
New +$51 ﹤0.01% 5448

Other funds holding FLYX

EGP
Entrust Global Partners New York $456M AUM 26.51% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Carson Wealth (CWM LLC) increased its flyExclusive (FLYX) stake by 17,214% in Q1 2026, buying an estimated $6.96K and bringing the position to 2,424 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4990.

Carson Wealth (CWM LLC) first reported a position in FLYX in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold FLYX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,424 shares of flyExclusive worth $5.48K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,410 flyExclusive shares in Q1 2026, an estimated $6.96K.
  • flyExclusive made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4990 holding.
  • Carson Wealth (CWM LLC) first reported a position in flyExclusive in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held flyExclusive as of Q1 2026.

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