Carson Wealth (CWM LLC)
HEDG

Carson Wealth (CWM LLC)’s Equable Shares Hedged Equity ETF HEDG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HEDG Stock Details HEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.8K Sell
200
-427
-68% -$12.6K ﹤0.01% 4975
2025
Q4 		$18K Buy
+627
New +$18.3K ﹤0.01% 4247

Other funds holding HEDG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Equable Shares Hedged Equity ETF (HEDG) stake by 68% in Q1 2026, selling an estimated $12.6K and leaving 200 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4975.

Carson Wealth (CWM LLC) first reported a position in HEDG in Q4 2025 and has held it in 2 quarters since. The position peaked at $18K in Q4 2025. 37 funds tracked by Wall St. Rank hold HEDG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 200 shares of Equable Shares Hedged Equity ETF worth $5.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 427 Equable Shares Hedged Equity ETF shares in Q1 2026, an estimated $12.6K.
  • Equable Shares Hedged Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4975 holding.
  • Carson Wealth (CWM LLC) first reported a position in Equable Shares Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Equable Shares Hedged Equity ETF position peaked at $18K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Equable Shares Hedged Equity ETF as of Q1 2026.

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