Carson Wealth (CWM LLC)
FXED icon

Carson Wealth (CWM LLC)’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FXED Stock Details FXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-414
Closed -$8K – 5454
2025
Q3 		$8K Hold
414
– – ﹤0.01% 4563
2025
Q2 		$7K Buy
+414
New +$7.35K ﹤0.01% 4447

Other funds holding FXED

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FXED Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Sound Enhanced Fixed Income ETF (FXED) in Q4 2025, closing a stake of 414 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in FXED in Q2 2025 and held it in 2 quarters. The position peaked at $8K in Q3 2025. 13 funds tracked by Wall St. Rank hold FXED as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sound Enhanced Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 414 Sound Enhanced Fixed Income ETF shares in Q4 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Sound Enhanced Fixed Income ETF in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Sound Enhanced Fixed Income ETF position peaked at $8K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.