Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Goldman Sachs JUST US Large Cap Equity ETF JUST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JUST Stock Details JUST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11K Hold
119
– – ﹤0.01% 4738
2025
Q4 		$12K Hold
119
– – ﹤0.01% 4459
2025
Q3 		$11K Hold
119
– – ﹤0.01% 4432
2025
Q2 		$10K Sell
119
-60
-34% -$4.86K ﹤0.01% 4295
2025
Q1 		$14K Buy
179
+60
+50% +$5.02K ﹤0.01% 3914
2024
Q4 		$10K Hold
119
– – ﹤0.01% 3869
2024
Q3 		$10K Hold
119
– – ﹤0.01% 3790
2024
Q2 		$9K Hold
119
– – ﹤0.01% 3608
2024
Q1 		$9K Hold
119
– – ﹤0.01% 3402
2023
Q4 		$8K Hold
119
– – ﹤0.01% 3288
2023
Q3 		$7K Sell
119
-66
-36% -$4.18K ﹤0.01% 3303
2023
Q2 		$12K Buy
+185
New +$11.1K ﹤0.01% 2983

Other funds holding JUST

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Goldman Sachs JUST US Large Cap Equity ETF (JUST) position steady in Q1 2026 at 119 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4738.

Carson Wealth (CWM LLC) first reported a position in JUST in Q2 2023 and has held it in 12 quarters since. The position peaked at $14K in Q1 2025. 91 funds tracked by Wall St. Rank hold JUST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 119 shares of Goldman Sachs JUST US Large Cap Equity ETF worth $11K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Goldman Sachs JUST US Large Cap Equity ETF share count unchanged in Q1 2026.
  • Goldman Sachs JUST US Large Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4738 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs JUST US Large Cap Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs JUST US Large Cap Equity ETF position peaked at $14K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Goldman Sachs JUST US Large Cap Equity ETF as of Q1 2026.

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