Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FTAI Aviation FTAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268K Sell
1,094
-55
-5% -$14.6K ﹤0.01% 2474
2025
Q4 		$226K Sell
1,149
-8
-0.7% -$1.36K ﹤0.01% 2466
2025
Q3 		$193K Buy
1,157
+74
+7% +$10.5K ﹤0.01% 2471
2025
Q2 		$125K Sell
1,083
-107
-9% -$12K ﹤0.01% 2533
2025
Q1 		$132K Sell
1,190
-1,059
-47% -$125K ﹤0.01% 2196
2024
Q4 		$324K Sell
2,249
-284
-11% -$41.9K ﹤0.01% 1550
2024
Q3 		$337K Buy
2,533
+535
+27% +$60.6K ﹤0.01% 1476
2024
Q2 		$206K Buy
1,998
+935
+88% +$74.3K ﹤0.01% 1575
2024
Q1 		$72K Buy
1,063
+142
+15% +$7.79K ﹤0.01% 2076
2023
Q4 		$43K Buy
+921
New +$36.8K ﹤0.01% 2268

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its FTAI Aviation (FTAI) stake by 4.8% in Q1 2026, selling an estimated $14.6K and leaving 1,094 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Carson Wealth (CWM LLC) first reported a position in FTAI in Q4 2023 and has held it in 10 quarters since. The position peaked at $337K in Q3 2024. 614 funds tracked by Wall St. Rank hold FTAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,094 shares of FTAI Aviation worth $268K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 55 FTAI Aviation shares in Q1 2026, an estimated $14.6K.
  • FTAI Aviation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2474 holding.
  • Carson Wealth (CWM LLC) first reported a position in FTAI Aviation in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s FTAI Aviation position peaked at $337K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2026.

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