Carson Wealth (CWM LLC)’s Kurv Gold Enhanced Income ETF KGLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.09K	Buy	+218	New	+$7.47K	﹤0.01%	4916

Other funds holding KGLD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return

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

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Kurv Gold Enhanced Income ETF (KGLD) in Q1 2026: 218 shares worth $7.09K. The stake represents ﹤0.01% of the portfolio and ranks #4916 among its holdings.

12 funds tracked by Wall St. Rank hold KGLD as of Q1 2026.

Carson Wealth (CWM LLC) held 218 shares of Kurv Gold Enhanced Income ETF worth $7.09K as of Q1 2026.
Kurv Gold Enhanced Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Kurv Gold Enhanced Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4916 holding.
12 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q1 2026.

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