Carson Wealth (CWM LLC)
KLIP icon

Carson Wealth (CWM LLC)’s KraneShares China Internet and Covered Call Strategy ETF KLIP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KLIP Stock Details KLIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.05K Buy
196
+74
+61% +$2.15K ﹤0.01% 5022
2025
Q4 		$4K Buy
+122
New +$3.88K ﹤0.01% 4895

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VVP
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Susquehanna International Group
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Jane Street
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its KraneShares China Internet and Covered Call Strategy ETF (KLIP) stake by 61% in Q1 2026, buying an estimated $2.15K and bringing the position to 196 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #5022.

Carson Wealth (CWM LLC) first reported a position in KLIP in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold KLIP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 196 shares of KraneShares China Internet and Covered Call Strategy ETF worth $5.05K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 74 KraneShares China Internet and Covered Call Strategy ETF shares in Q1 2026, an estimated $2.15K.
  • KraneShares China Internet and Covered Call Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5022 holding.
  • Carson Wealth (CWM LLC) first reported a position in KraneShares China Internet and Covered Call Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held KraneShares China Internet and Covered Call Strategy ETF as of Q1 2026.

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