Carson Wealth (CWM LLC)
LFT

Carson Wealth (CWM LLC)’s Lument Finance Trust LFT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.25K Buy
2,583
+1,886
+271% +$2.55K ﹤0.01% 5160
2025
Q4 		$1K Sell
697
-118
-14% -$189 ﹤0.01% 5246
2025
Q3 		$2K Buy
+815
New +$1.79K ﹤0.01% 5014

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its Lument Finance Trust (LFT) stake by 271% in Q1 2026, buying an estimated $2.55K and bringing the position to 2,583 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #5160.

Carson Wealth (CWM LLC) first reported a position in LFT in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,583 shares of Lument Finance Trust worth $3.25K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,886 Lument Finance Trust shares in Q1 2026, an estimated $2.55K.
  • Lument Finance Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5160 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lument Finance Trust in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

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