Carson Wealth (CWM LLC)’s AdvisorShares HVAC and Industrials ETF HVAC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HVAC Stock Details HVAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.83K	Hold	200	–	–	﹤0.01%	4927
2025 Q4	$6K	Buy	+200	New	+$6.35K	﹤0.01%	4786

Other funds holding HVAC

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its AdvisorShares HVAC and Industrials ETF (HVAC) position steady in Q1 2026 at 200 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4927.

Carson Wealth (CWM LLC) first reported a position in HVAC in Q4 2025 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold HVAC as of Q1 2026.

Carson Wealth (CWM LLC) held 200 shares of AdvisorShares HVAC and Industrials ETF worth $6.83K as of Q1 2026.
Carson Wealth (CWM LLC) left its AdvisorShares HVAC and Industrials ETF share count unchanged in Q1 2026.
AdvisorShares HVAC and Industrials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4927 holding.
Carson Wealth (CWM LLC) first reported a position in AdvisorShares HVAC and Industrials ETF in Q4 2025 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held AdvisorShares HVAC and Industrials ETF as of Q1 2026.

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