Carson Wealth (CWM LLC)
GTOP

Carson Wealth (CWM LLC)’s Goldman Sachs Technology Opportunities ETF GTOP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GTOP Stock Details GTOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.8K Hold
1,680
– – ﹤0.01% 3660
2025
Q4 		$66K Buy
+1,680
New +$66.5K ﹤0.01% 3405

Other funds holding GTOP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Goldman Sachs Technology Opportunities ETF (GTOP) position steady in Q1 2026 at 1,680 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

Carson Wealth (CWM LLC) first reported a position in GTOP in Q4 2025 and has held it in 2 quarters since. The position peaked at $66K in Q4 2025. 52 funds tracked by Wall St. Rank hold GTOP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,680 shares of Goldman Sachs Technology Opportunities ETF worth $60.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Goldman Sachs Technology Opportunities ETF share count unchanged in Q1 2026.
  • Goldman Sachs Technology Opportunities ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3660 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs Technology Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs Technology Opportunities ETF position peaked at $66K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Goldman Sachs Technology Opportunities ETF as of Q1 2026.

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