Carson Wealth (CWM LLC)
FT

Carson Wealth (CWM LLC)’s Franklin Universal Trust FT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-300
Closed -$2K – 5726
2025
Q4 		$2K Buy
+300
New +$2.4K ﹤0.01% 5078
2023
Q1 		– Sell
-2,693
Closed -$18K – 4151
2022
Q4 		$18K Buy
+2,693
New +$18K ﹤0.01% 2445
2022
Q3 		– Sell
-6,676
Closed -$50K – 3998
2022
Q2 		$50K Buy
+6,676
New +$51K ﹤0.01% 1632

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Franklin Universal Trust (FT) in Q1 2026, closing a stake of 300 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in FT in Q2 2022 and held it in 3 quarters. The position peaked at $50K in Q2 2022. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Franklin Universal Trust position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 300 Franklin Universal Trust shares in Q1 2026, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Universal Trust in Q2 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Franklin Universal Trust position peaked at $50K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

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