Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HAIL Stock Details HAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Sell
3,284
-68
-2% -$2.37K ﹤0.01% 3209
2025
Q4 		$112K Sell
3,352
-150
-4% -$5.25K ﹤0.01% 2981
2025
Q3 		$124K Sell
3,502
-125
-3% -$4.11K ﹤0.01% 2808
2025
Q2 		$110K Sell
3,627
-122
-3% -$3.29K ﹤0.01% 2622
2025
Q1 		$97K Sell
3,749
-70
-2% -$1.97K ﹤0.01% 2449
2024
Q4 		$108K Sell
3,819
-3
-0.1% -$85 ﹤0.01% 2234
2024
Q3 		$110K Sell
3,822
-81
-2% -$2.25K ﹤0.01% 2144
2024
Q2 		$108K Buy
3,903
+23
+0.6% +$657 ﹤0.01% 1924
2024
Q1 		$116K Buy
3,880
+20
+0.5% +$573 ﹤0.01% 1790
2023
Q4 		$121K Sell
3,860
-38
-1% -$1.09K ﹤0.01% 1640
2023
Q3 		$120K Buy
3,898
+34
+0.9% +$1.15K ﹤0.01% 1535
2023
Q2 		$129K Sell
3,864
-302
-7% -$9.14K ﹤0.01% 1440
2023
Q1 		$132K Buy
4,166
+92
+2% +$3.05K ﹤0.01% 1362
2022
Q4 		$120K Buy
4,074
+17
+0.4% +$548 ﹤0.01% 1298
2022
Q3 		$128K Buy
4,057
+35
+0.9% +$1.32K ﹤0.01% 1234
2022
Q2 		$138K Buy
4,022
+14
+0.3% +$555 ﹤0.01% 1185
2022
Q1 		$188K Buy
4,008
+4
+0.1% +$191 ﹤0.01% 1058
2021
Q4 		$221K Buy
+4,004
New +$233K ﹤0.01% 985
2021
Q2 		$243K Hold
3,910
– – ﹤0.01% 841
2021
Q1 		$243K Hold
3,910
– – ﹤0.01% 841
2020
Q4 		$243K Hold
3,910
– – ﹤0.01% 841
2020
Q3 		$243K Hold
3,910
– – ﹤0.01% 841
2020
Q2 		$243K Hold
3,910
– – ﹤0.01% 841
2020
Q1 		$243K Hold
3,910
– – ﹤0.01% 841
2019
Q4 		$243K Hold
3,910
– – ﹤0.01% 841
2019
Q3 		$243K Hold
3,910
– – ﹤0.01% 841
2019
Q2 		$243K Hold
3,910
– – ﹤0.01% 841
2019
Q1 		$243K Buy
+3,910
New +$106K ﹤0.01% 841

Other funds holding HAIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) stake by 2% in Q1 2026, selling an estimated $2.37K and leaving 3,284 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

Carson Wealth (CWM LLC) first reported a position in HAIL in Q1 2019 and has held it in 28 quarters since. The position peaked at $243K in Q2 2021. 20 funds tracked by Wall St. Rank hold HAIL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,284 shares of State Street SPDR S&P Kensho Smart Mobility ETF worth $107K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 68 State Street SPDR S&P Kensho Smart Mobility ETF shares in Q1 2026, an estimated $2.37K.
  • State Street SPDR S&P Kensho Smart Mobility ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3209 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Kensho Smart Mobility ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Kensho Smart Mobility ETF position peaked at $243K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Smart Mobility ETF as of Q1 2026.

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