Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Renaissance IPO ETF IPO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34K Hold
32
– – ﹤0.01% 5354
2025
Q4 		$1K Hold
32
– – ﹤0.01% 5234
2025
Q3 		$2K Sell
32
-4
-11% -$194 ﹤0.01% 5009
2025
Q2 		$2K Hold
36
– – ﹤0.01% 4889
2025
Q1 		$1K Hold
36
– – ﹤0.01% 4921
2024
Q4 		$2K Hold
36
– – ﹤0.01% 4550
2024
Q3 		$2K Sell
36
-50
-58% -$2.04K ﹤0.01% 4406
2024
Q2 		$3K Buy
86
+50
+139% +$1.96K ﹤0.01% 4080
2024
Q1 		$1K Hold
36
– – ﹤0.01% 4150
2023
Q4 		$1K Buy
36
+15
+71% +$497 ﹤0.01% 3968
2023
Q3 		$1K Sell
21
-21
-50% -$697 ﹤0.01% 4004
2023
Q2 		$1K Hold
42
– – ﹤0.01% 3979
2023
Q1 		$1K Buy
42
+21
+100% +$583 ﹤0.01% 3855
2022
Q4 		$1K Buy
+21
New +$566 ﹤0.01% 3767
2022
Q2 		– Sell
-224
Closed -$10K – 3940
2022
Q1 		$10K Hold
224
– – ﹤0.01% 2475
2021
Q4 		$13K Buy
+224
New +$14.2K ﹤0.01% 2205
2021
Q2 		$15K Hold
224
– – ﹤0.01% 1927
2021
Q1 		$15K Hold
224
– – ﹤0.01% 1927
2020
Q4 		$15K Hold
224
– – ﹤0.01% 1927
2020
Q3 		$15K Hold
224
– – ﹤0.01% 1927
2020
Q2 		$15K Hold
224
– – ﹤0.01% 1927
2020
Q1 		$15K Hold
224
– – ﹤0.01% 1926
2019
Q4 		$15K Hold
224
– – ﹤0.01% 1926
2019
Q3 		$15K Hold
224
– – ﹤0.01% 1926
2019
Q2 		$15K Hold
224
– – ﹤0.01% 1926
2019
Q1 		$15K Buy
+224
New +$6.34K ﹤0.01% 1926

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Renaissance IPO ETF (IPO) position steady in Q1 2026 at 32 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #5354.

Carson Wealth (CWM LLC) first reported a position in IPO in Q1 2019 and has held it in 26 quarters since. The position peaked at $15K in Q2 2021. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32 shares of Renaissance IPO ETF worth $1.34K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Renaissance IPO ETF share count unchanged in Q1 2026.
  • Renaissance IPO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5354 holding.
  • Carson Wealth (CWM LLC) first reported a position in Renaissance IPO ETF in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Renaissance IPO ETF position peaked at $15K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

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