Carson Wealth (CWM LLC)
HEFT

Carson Wealth (CWM LLC)’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3K Buy
+500
New +$13.5K ﹤0.01% 4658

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q1 2026: 500 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #4658 among its holdings.

18 funds tracked by Wall St. Rank hold HEFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 500 shares of Hedgeye Fourth Turning ETF worth $13.3K as of Q1 2026.
  • Hedgeye Fourth Turning ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4658 holding.
  • 18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

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