Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ILDR Stock Details ILDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.1K Sell
844
-9
-1% -$287 ﹤0.01% 4285
2025
Q4 		$28K Hold
853
– – ﹤0.01% 3985
2025
Q3 		$28K Buy
853
+262
+44% +$8.02K ﹤0.01% 3923
2025
Q2 		$17K Buy
+591
New +$15K ﹤0.01% 4002

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Mariner
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AI
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PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AssetMark Inc
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its First Trust Innovation Leaders ETF (ILDR) stake by 1.1% in Q1 2026, selling an estimated $287 and leaving 844 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4285.

Carson Wealth (CWM LLC) first reported a position in ILDR in Q2 2025 and has held it in 4 quarters since. The position peaked at $28K in Q4 2025. 83 funds tracked by Wall St. Rank hold ILDR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 844 shares of First Trust Innovation Leaders ETF worth $25.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9 First Trust Innovation Leaders ETF shares in Q1 2026, an estimated $287.
  • First Trust Innovation Leaders ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4285 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Innovation Leaders ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Innovation Leaders ETF position peaked at $28K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Innovation Leaders ETF as of Q1 2026.

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