Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$195K Sell
5,916
-878
-13% -$30.9K ﹤0.01% 2760
2025
Q4 		$240K Buy
6,794
+4
+0.1% +$136 ﹤0.01% 2417
2025
Q3 		$210K Hold
6,790
– – ﹤0.01% 2403
2025
Q2 		$194K Hold
6,790
– – ﹤0.01% 2205
2025
Q1 		$186K Hold
6,790
– – ﹤0.01% 1970
2024
Q4 		$195K Hold
6,790
– – ﹤0.01% 1839
2024
Q3 		$202K Sell
6,790
-506
-7% -$14.5K ﹤0.01% 1748
2024
Q2 		$199K Buy
7,296
+1,142
+19% +$31.2K ﹤0.01% 1585
2024
Q1 		$175K Buy
6,154
+487
+9% +$13.6K ﹤0.01% 1577
2023
Q4 		$159K Hold
5,667
– – ﹤0.01% 1520
2023
Q3 		$143K Buy
5,667
+2,144
+61% +$60.9K ﹤0.01% 1452
2023
Q2 		$106K Buy
3,523
+880
+33% +$26.3K ﹤0.01% 1543
2023
Q1 		$79K Hold
2,643
– – ﹤0.01% 1612
2022
Q4 		$76K Buy
2,643
+483
+22% +$13.8K ﹤0.01% 1507
2022
Q3 		$58K Buy
2,160
+409
+23% +$12.5K ﹤0.01% 1599
2022
Q2 		$51K Buy
1,751
+268
+18% +$8.3K ﹤0.01% 1620
2022
Q1 		$54K Buy
1,483
+966
+187% +$35.7K ﹤0.01% 1573
2021
Q4 		$23K Buy
+517
New +$23.1K ﹤0.01% 1917
2021
Q2 		$25K Hold
517
– – ﹤0.01% 1690
2021
Q1 		$25K Hold
517
– – ﹤0.01% 1690
2020
Q4 		$25K Hold
517
– – ﹤0.01% 1690
2020
Q3 		$25K Hold
517
– – ﹤0.01% 1690
2020
Q2 		$25K Hold
517
– – ﹤0.01% 1690
2020
Q1 		$25K Hold
517
– – ﹤0.01% 1689
2019
Q4 		$25K Hold
517
– – ﹤0.01% 1689
2019
Q3 		$25K Hold
517
– – ﹤0.01% 1689
2019
Q2 		$25K Buy
+517
New +$12.6K ﹤0.01% 1689

Other funds holding HTEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 13% in Q1 2026, selling an estimated $30.9K and leaving 5,916 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Carson Wealth (CWM LLC) first reported a position in HTEC in Q2 2019 and has held it in 27 quarters since. The position peaked at $240K in Q4 2025. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,916 shares of ROBO Global Healthcare Technology and Innovation ETF worth $195K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 878 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2026, an estimated $30.9K.
  • ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2760 holding.
  • Carson Wealth (CWM LLC) first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s ROBO Global Healthcare Technology and Innovation ETF position peaked at $240K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

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