Carson Wealth (CWM LLC)
MART icon

Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Sell
6,024
-6
-0.1% -$234 ﹤0.01% 2607
2025
Q4 		$234K Sell
6,030
-2,015
-25% -$76.7K ﹤0.01% 2443
2025
Q3 		$303K Sell
8,045
-5
-0.1% -$184 ﹤0.01% 2128
2025
Q2 		$289K Sell
8,050
-10
-0.1% -$339 ﹤0.01% 1893
2025
Q1 		$270K Sell
8,060
-1,968
-20% -$67.1K ﹤0.01% 1729
2024
Q4 		$338K Hold
10,028
– – ﹤0.01% 1526
2024
Q3 		$330K Sell
10,028
-6
-0.1% -$192 ﹤0.01% 1492
2024
Q2 		$317K Sell
10,034
-21
-0.2% -$643 ﹤0.01% 1369
2024
Q1 		$307K Sell
10,055
-1,000
-9% -$29.8K ﹤0.01% 1321
2023
Q4 		$322K Sell
11,055
-3,150
-22% -$87.4K ﹤0.01% 1224
2023
Q3 		$381K Hold
14,205
– – ﹤0.01% 1069
2023
Q2 		$388K Hold
14,205
– – ﹤0.01% 1021
2023
Q1 		$365K Buy
+14,205
New +$356K ﹤0.01% 991

Other funds holding MART

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its AllianzIM U.S. Equity Buffer10 Mar ETF (MART) stake by 0.1% in Q1 2026, selling an estimated $234 and leaving 6,024 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Carson Wealth (CWM LLC) first reported a position in MART in Q1 2023 and has held it in 13 quarters since. The position peaked at $388K in Q2 2023. 23 funds tracked by Wall St. Rank hold MART as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,024 shares of AllianzIM U.S. Equity Buffer10 Mar ETF worth $231K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6 AllianzIM U.S. Equity Buffer10 Mar ETF shares in Q1 2026, an estimated $234.
  • AllianzIM U.S. Equity Buffer10 Mar ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2607 holding.
  • Carson Wealth (CWM LLC) first reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s AllianzIM U.S. Equity Buffer10 Mar ETF position peaked at $388K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Mar ETF as of Q1 2026.

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