Carson Wealth (CWM LLC)
LOWV icon

Carson Wealth (CWM LLC)’s AB US Low Volatility Equity ETF LOWV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LOWV Stock Details LOWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.84K Hold
79
– – ﹤0.01% 4971
2025
Q4 		$6K Buy
+79
New +$6.2K ﹤0.01% 4755

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its AB US Low Volatility Equity ETF (LOWV) position steady in Q1 2026 at 79 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #4971.

Carson Wealth (CWM LLC) first reported a position in LOWV in Q4 2025 and has held it in 2 quarters since. The position peaked at $6K in Q4 2025. 20 funds tracked by Wall St. Rank hold LOWV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 79 shares of AB US Low Volatility Equity ETF worth $5.84K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its AB US Low Volatility Equity ETF share count unchanged in Q1 2026.
  • AB US Low Volatility Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4971 holding.
  • Carson Wealth (CWM LLC) first reported a position in AB US Low Volatility Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s AB US Low Volatility Equity ETF position peaked at $6K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held AB US Low Volatility Equity ETF as of Q1 2026.

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