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
258
+188
+269% +$2.54K ﹤0.01% 5160
2025
Q4 		$1K Sell
70
-12
-15% -$192 ﹤0.01% 5246
2025
Q3 		$2K Buy
+82
New +$1.8K ﹤0.01% 5014

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MW
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Portfolio Management
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Carson Wealth (CWM LLC)'s LFT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lument Finance Trust (LFT) stake by 269% in Q1 2026, buying an estimated $2.54K and bringing the position to 258 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. 61 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 258 shares of Lument Finance Trust worth $3.25K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 188 Lument Finance Trust shares in Q1 2026, an estimated $2.54K.
  • 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.
  • 61 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.