Carson Wealth (CWM LLC)
GPZ

Carson Wealth (CWM LLC)’s VanEck Alternative Asset Manager ETF GPZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GPZ Stock Details GPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.25K Hold
384
– – ﹤0.01% 4848
2025
Q4 		$10K Buy
384
+2
+0.5% +$53 ﹤0.01% 4573
2025
Q3 		$11K Buy
+382
New +$10.8K ﹤0.01% 4455

Other funds holding GPZ

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its VanEck Alternative Asset Manager ETF (GPZ) position steady in Q1 2026 at 384 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4848.

Carson Wealth (CWM LLC) first reported a position in GPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $11K in Q3 2025. 46 funds tracked by Wall St. Rank hold GPZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 384 shares of VanEck Alternative Asset Manager ETF worth $8.25K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its VanEck Alternative Asset Manager ETF share count unchanged in Q1 2026.
  • VanEck Alternative Asset Manager ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4848 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Alternative Asset Manager ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s VanEck Alternative Asset Manager ETF position peaked at $11K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held VanEck Alternative Asset Manager ETF as of Q1 2026.

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