Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LEGR Stock Details LEGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Hold
1,956
– – ﹤0.01% 3156
2025
Q4 		$116K Hold
1,956
– – ﹤0.01% 2956
2025
Q3 		$110K Hold
1,956
– – ﹤0.01% 2910
2025
Q2 		$105K Hold
1,956
– – ﹤0.01% 2671
2025
Q1 		$95K Hold
1,956
– – ﹤0.01% 2466
2024
Q4 		$91K Hold
1,956
– – ﹤0.01% 2345
2024
Q3 		$92K Hold
1,956
– – ﹤0.01% 2251
2024
Q2 		$85K Hold
1,956
– – ﹤0.01% 2084
2024
Q1 		$84K Sell
1,956
-600
-23% -$24.8K ﹤0.01% 1984
2023
Q4 		$105K Hold
2,556
– – ﹤0.01% 1734
2023
Q3 		$94K Hold
2,556
– – ﹤0.01% 1666
2023
Q2 		$98K Sell
2,556
-730
-22% -$27.4K ﹤0.01% 1583
2023
Q1 		$123K Buy
3,286
+730
+29% +$26.9K ﹤0.01% 1386
2022
Q4 		$88K Hold
2,556
– – ﹤0.01% 1434
2022
Q3 		$77K Sell
2,556
-346
-12% -$11.8K ﹤0.01% 1459
2022
Q2 		$98K Sell
2,902
-195
-6% -$7.17K ﹤0.01% 1322
2022
Q1 		$125K Sell
3,097
-88
-3% -$3.68K ﹤0.01% 1243
2021
Q4 		$138K Buy
+3,185
New +$139K ﹤0.01% 1176
2021
Q2 		$175K Hold
4,143
– – ﹤0.01% 944
2021
Q1 		$175K Hold
4,143
– – ﹤0.01% 944
2020
Q4 		$175K Hold
4,143
– – ﹤0.01% 944
2020
Q3 		$175K Hold
4,143
– – ﹤0.01% 944
2020
Q2 		$175K Hold
4,143
– – ﹤0.01% 944
2020
Q1 		$175K Hold
4,143
– – ﹤0.01% 944
2019
Q4 		$175K Hold
4,143
– – ﹤0.01% 944
2019
Q3 		$175K Hold
4,143
– – ﹤0.01% 944
2019
Q2 		$175K Hold
4,143
– – ﹤0.01% 944
2019
Q1 		$175K Buy
+4,143
New +$116K ﹤0.01% 944

Other funds holding LEGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 1,956 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Carson Wealth (CWM LLC) first reported a position in LEGR in Q1 2019 and has held it in 28 quarters since. The position peaked at $175K in Q2 2021. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,956 shares of First Trust Indxx Innovative Transaction & Process ETF worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q1 2026.
  • First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3156 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Indxx Innovative Transaction & Process ETF position peaked at $175K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

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