Carson Wealth (CWM LLC)
IBUY icon

Carson Wealth (CWM LLC)’s Amplify Online Retail ETF IBUY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IBUY Stock Details IBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$314K Hold
5,015
– – ﹤0.01% 2355
2025
Q4 		$373K Sell
5,015
-283
-5% -$20.9K ﹤0.01% 2106
2025
Q3 		$404K Buy
5,298
+3
+0.1% +$219 ﹤0.01% 1920
2025
Q2 		$366K Hold
5,295
– – ﹤0.01% 1743
2025
Q1 		$318K Buy
5,295
+1,082
+26% +$71.4K ﹤0.01% 1635
2024
Q4 		$272K Sell
4,213
-1,000
-19% -$64.6K ﹤0.01% 1653
2024
Q3 		$318K Sell
5,213
-302
-5% -$16.8K ﹤0.01% 1506
2024
Q2 		$304K Buy
5,515
+227
+4% +$12.5K ﹤0.01% 1390
2024
Q1 		$307K Hold
5,288
– – ﹤0.01% 1320
2023
Q4 		$285K Buy
5,288
+75
+1% +$3.52K ﹤0.01% 1275
2023
Q3 		$231K Buy
5,213
+254
+5% +$12.2K ﹤0.01% 1253
2023
Q2 		$229K Buy
4,959
+374
+8% +$16K ﹤0.01% 1203
2023
Q1 		$203K Buy
4,585
+1
+0% +$45 ﹤0.01% 1195
2022
Q4 		$179K Hold
4,584
– – ﹤0.01% 1142
2022
Q3 		$181K Hold
4,584
– – ﹤0.01% 1097
2022
Q2 		$192K Buy
4,584
+280
+7% +$14.3K ﹤0.01% 1059
2022
Q1 		$283K Buy
4,304
+287
+7% +$20.4K ﹤0.01% 902
2021
Q4 		$354K Buy
+4,017
New +$412K ﹤0.01% 825
2021
Q2 		$383K Hold
2,950
– – ﹤0.01% 725
2021
Q1 		$383K Hold
2,950
– – ﹤0.01% 725
2020
Q4 		$383K Hold
2,950
– – ﹤0.01% 725
2020
Q3 		$383K Hold
2,950
– – ﹤0.01% 725
2020
Q2 		$383K Hold
2,950
– – ﹤0.01% 725
2020
Q1 		$383K Hold
2,950
– – ﹤0.01% 725
2019
Q4 		$383K Hold
2,950
– – ﹤0.01% 725
2019
Q3 		$383K Hold
2,950
– – ﹤0.01% 725
2019
Q2 		$383K Hold
2,950
– – ﹤0.01% 725
2019
Q1 		$383K Buy
2,950
+2,891
+4,900% +$135K ﹤0.01% 725
2018
Q4 		$2K Hold
59
– – ﹤0.01% 1756
2018
Q3 		$3K Buy
+59
New +$3.1K ﹤0.01% 1459

Other funds holding IBUY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Amplify Online Retail ETF (IBUY) position steady in Q1 2026 at 5,015 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Carson Wealth (CWM LLC) first reported a position in IBUY in Q3 2018 and has held it in 30 quarters since. The position peaked at $404K in Q3 2025. 45 funds tracked by Wall St. Rank hold IBUY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,015 shares of Amplify Online Retail ETF worth $314K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Amplify Online Retail ETF share count unchanged in Q1 2026.
  • Amplify Online Retail ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2355 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Online Retail ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Amplify Online Retail ETF position peaked at $404K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q1 2026.

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