Carson Wealth (CWM LLC)’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,926	Closed	-$40K	–	5128
2024 Q4	$40K	Buy	1,926 +15	+0.8%	+$335	﹤0.01%	2960
2024 Q3	$44K	Sell	1,911 -1	-0.1%	-$19	﹤0.01%	2786
2024 Q2	$37K	Sell	1,912 -2,778	-59%	-$59.5K	﹤0.01%	2679
2024 Q1	$105K	Hold	4,690	–	–	﹤0.01%	1854
2023 Q4	$121K	Buy	4,690 +42	+0.9%	+$1.05K	﹤0.01%	1641
2023 Q3	$128K	Sell	4,648 -179	-4%	-$5.5K	﹤0.01%	1505
2023 Q2	$151K	Hold	4,827	–	–	﹤0.01%	1367
2023 Q1	$148K	Hold	4,827	–	–	﹤0.01%	1324
2022 Q4	$136K	Buy	4,827 +54	+1%	+$1.68K	﹤0.01%	1254
2022 Q3	$146K	Hold	4,773	–	–	﹤0.01%	1169
2022 Q2	$168K	Hold	4,773	–	–	﹤0.01%	1109
2022 Q1	$188K	Hold	4,773	–	–	﹤0.01%	1059
2021 Q4	$223K	Buy	+4,773	New	+$243K	﹤0.01%	979
2021 Q2	$209K	Hold	4,476	–	–	﹤0.01%	888
2021 Q1	$209K	Hold	4,476	–	–	﹤0.01%	888
2020 Q4	$209K	Hold	4,476	–	–	﹤0.01%	888
2020 Q3	$209K	Hold	4,476	–	–	﹤0.01%	888
2020 Q2	$209K	Hold	4,476	–	–	﹤0.01%	887
2020 Q1	$209K	Hold	4,476	–	–	﹤0.01%	887
2019 Q4	$209K	Hold	4,476	–	–	﹤0.01%	887
2019 Q3	$209K	Hold	4,476	–	–	﹤0.01%	887
2019 Q2	$209K	Hold	4,476	–	–	﹤0.01%	887
2019 Q1	$209K	Buy	4,476 +2,556	+133%	+$51.2K	﹤0.01%	887
2018 Q4	$34K	Buy	1,920 +1,345	+234%	+$26.2K	﹤0.01%	980
2018 Q3	$13K	Buy	+575	New	+$12.7K	﹤0.01%	1085

Other funds holding KARS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KARS Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) in Q1 2025, closing a stake of 1,926 shares — an estimated $40K sold.

Carson Wealth (CWM LLC) first reported a position in KARS in Q3 2018 and held it in 25 quarters. The position peaked at $223K in Q4 2021. 31 funds tracked by Wall St. Rank hold KARS as of Q1 2025.

Carson Wealth (CWM LLC) reported no remaining KraneShares Electric Vehicles and Future Mobility Index ETF position as of Q1 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,926 KraneShares Electric Vehicles and Future Mobility Index ETF shares in Q1 2025, an estimated $40K.
Carson Wealth (CWM LLC) first reported a position in KraneShares Electric Vehicles and Future Mobility Index ETF in Q3 2018 and held it in 25 quarters.
Carson Wealth (CWM LLC)'s KraneShares Electric Vehicles and Future Mobility Index ETF position peaked at $223K in Q4 2021.
31 funds tracked by Wall St. Rank held KraneShares Electric Vehicles and Future Mobility Index ETF as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.